What's Your Risk Number
Our business is built on a foundation of thoughtful client relationships.
Your Circle of Wealth
All your present and future dollars fit inside a conceptual Circle of Wealth. Watch this video to see how they fit and ways to grow
Paying for College
Paying for your kid's college shouldn't break the bank. Watch this video to learn a few key steps.
Millenials - The time to start saving is Now!
A survey from January 2016 says that 40 percent of millennials don’t have a retirement plan in place, and 57 percent haven’t started saving.
Medicare can be confusing so it is good for you to discuss your options with a professional several months prior to your turning 65.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.
At KFICO, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.