Services
How Can We Help You?
Clarity, Confidence, and Creativity
At our core, we’re dedicated to transforming individual financial lives, offering a spectrum of services that begins with your present financial needs and seamlessly transitions into planning for the future you envision. Our approach, rooted in simplicity yet deeply impactful, utilizes the expertise of Certified Financial Planners™ and a team of specialists. This collaborative effort results in the OnePlan™, a bespoke financial strategy tailored to your unique journey. It’s designed to bring clarity and confidence, ensuring you’re not just preparing for tomorrow but actively shaping the prosperous future you’re striving towards.
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Read more: Portfolio Management
Customized, values-based investment management uniquely designed to align with your financial goals.
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Read more: Tax Preparation
Experienced tax professionals helping you keep up with everchanging tax laws, avoiding tax surprises, and capturing tax opportunities to pay…
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Read more: Insurance Planning
Personalized insurance strategies, ensuring lifelong protection tailored to your needs.
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Read more: Small Business Services
Integrated financial solutions that handle the complexities of your small business’s financial needs.
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Read more: Retirement Plans for Businesses
Strategic retirement plans to benefit your business and employees, with full ongoing support.
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Read more: Health Insurance Planning
Navigate your health care options including Medicare strategies with KFG’s health insurance experts for every life stage.
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Read more: Tax Planning & Accounting
Advanced tax strategies and account and payroll services to enhance your small business’s financial health.
