Broker Check

Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Retirement Planning

You’ve worked your entire life to accumulate this wealth and you need some who has a well-established and data driven plan to make sure your retirement goals are met. Our process involves getting to know you face to face, discovering what your needs are and seeing that we meet them.

No two persons are alike in:

  • Health spending
  • Tax burden
  • Travel and hobbies
  • Charitable goals
  • Investing comfort level
  • Social Security payments
  • Wealth transfer goals
  • And much more


Generational Wealth Planning

Would you like to leave a great start in life to great, great grandchildren you will never meet? Generational wealth transfer is more about having the right investments and plan in place than sheer amount of capital in an account there are many ways to invest, and they are most certainly
different in ease of transfer and taxation knowing the right way to invest for the future generations is critical. We can help.

401k Rollovers and Guidance

401ks have made more middle-class millionaires than anything. There are also those who market high commission low return products that are not always in your best interest.
All IRAs are not created equal due the investment vehicle they contain. Many advertised plans can hamper your ability to access the money when you need it or are tax inefficient, have unneeded fees or aren’t as liquid when you need money for the unexpected. Visit with us and know your options.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

jloeffler@kingswoodus.com815-326-9037