"Successful financial planning requires a disciplined approach"
We believe the needs of our customers are of the utmost importance and we are committed to meeting those needs. It is our #1 priority. A high percentage of our business is from repeat customers and referrals.
At KFG, we work within your financial comfort zone, finding a strategy that you - the client - are happy with, and helping you to modify that strategy as your life and needs change. We are insurance and Wealth Advisors whose sole purpose is to coach and guide you along the optimal path to your retirement, financial independence, security, and freedom.
We pride ourselves on being unique. Unlike big brokerage houses, we are a small firm that offers prompt, personalize service that addresses your specific needs, yet we have access to the information resources, tools, and a broad range of financial instruments that you would expect of any large firm. We also pride ourselves in our ability to keep you informed, answer all of your questions, and remain accessible to you whenever you need us. We have built our business by providing support and expertise one-on-one with our clients.
We go above and beyond to use the best technology available to identify and invest in those companies which are financially sound, top rated and operate with a high level of integrity.
Discover what sort of coverage you require: Ask for a non-binding consultation today!