Safe Retirement Options

Planning for retirement isn't as easy as it use to be.  We offer the choices and flexiblity you need to help build a retirement plan designed to secure your financial future.  The core reality of retirement planning today involves starting early, funding through your working years, and staying focused on your plan.  Unfortunately what people think is the "right" way to prepare for retirement - the 401(k) plan - can actually just exacerbate your problems.  That's why at KFG, we will be there with you every step of the way to help you reach your financial goals.

 

With KFG, we will give you the personal guidance at no additional cost.  You will get the one-on-one help you need to make smart decisions with your money.  We’ll review and discuss your financial situation and help you set goals.

 

You get a no-obligation consultation to:

  • Discuss your goals, both short-term and long-term.
  • Evaluate your current investments relative to your goals.
  • Get specific recommendations and next steps.

 



We consult on the following financial services:

  • 401k Rollovers
  • Fixed Index Annuities
  • Tax-deferred savings
  • Advanced Estate Planning

For more information, please contact any of our advisors.

Turning 65? Need help with Social Security and Medicare questions?

Appointments

To inquire about a non-binding consultation, or to schedule an appointment, please call:

 

+1 720 5300382

 

Or use our contact form.

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