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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Financial Planning
Read more: Financial PlanningOur Team of CFPs offer comprehensive financial planning aligning your financial goals with the right financial strategies for clarity confidence…
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Portfolio Management
Read more: Portfolio ManagementCustomized, values-based investment management uniquely designed to align with your financial goals.
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Tax Preparation
Read more: Tax PreparationExperienced tax professionals helping you keep up with everchanging tax laws, avoiding tax surprises, and capturing tax opportunities to pay…
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Insurance Planning
Read more: Insurance PlanningPersonalized insurance strategies, ensuring lifelong protection tailored to your needs.
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Small Business Services
Read more: Small Business ServicesIntegrated financial solutions that handle the complexities of your small business’s financial needs.
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Retirement Plans for Businesses
Read more: Retirement Plans for BusinessesStrategic retirement plans to benefit your business and employees, with full ongoing support.
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Health Insurance Planning
Read more: Health Insurance PlanningNavigate your health care options including Medicare strategies with KFG’s health insurance experts for every life stage.
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Tax Planning & Accounting
Read more: Tax Planning & AccountingAdvanced tax strategies and account and payroll services to enhance your small business’s financial health.