Help with your finances and more.

Emphasis on finances. Emphasis on more.

Investing

Make educated decisions—we’ll walk you through them.

  • Ensure that your portfolio is working for you.
  • Identify investments tailored to your needs.
  • We'll help you re-evaluate and adjust your plan as life goals change.
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Preparing to Retire

We’d love to help set you up for a worry-free retirement.

  • Stay on track to reach your retirement goals.
  • Explore the possibility of early retirement.
  • Plan for consistent income, even when the market fluctuates
  • Learn what ‘enough’ means for you.
  • Factor in end-of-life healthcare needs.

Retiring

Believe in your nest egg. Let’s focus on your income and compensation goals while identifying ways to lessen your tax responsibility.

  • Maintain your lifestyle and continue to enjoy it.
  • Have a strong income-based strategy in place designed to support your needs and last for years to come.
  • Plan ahead for medical expenses.
  • Connect to our network of tax professionals to identify tax efficiencies.
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College Planning

It’s never too early or late to start thinking about saving for your kids’ college education.

  • Figure out how to pay for college on your timeline.
  • Balance saving for college with other needs like buying a new home.
  • Learn about savings vehicles designed specifically for this goal.

Planning My Legacy

Give back to your community, support meaningful causes and pass wealth on in a smart and efficient way.

  • Define what kind of legacy you want to leave.
  • Match your resources to it by deciding how much to leave, and to whom.
  • Educate your family on how to protect their inheritance by saving and investing the money wisely.
  • Help your legacy go further by planning ahead for taxes.
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...And More

To us, service means going beyond investment and financial planning. As our client, you get access to the KSL Resource Center, where we can connect you with:

  • A vast referral network of handymen, movers, medical care, home maintenance, lawn care, local activities, church, and networking events
  • Education resources on Medicare, Social Security, investing 101, elder care, college, and seminar
  • Volunteer opportunities, both local and national
  • ...and more.