Retirement Planning

Whether you're 25, 65 or somewhere in between, now is the perfect time to think about retirement. These days, Americans are living longer – will you have enough money to live comfortably for years or perhaps decades to come? KG Wealth Management can give you the answer and design a plan to make sure you do.

We start with a fact-finding exercise that identifies your assets, your debts and obligations, and your goals for the future. Then, we create an action plan that will help you accumulate as much wealth as possible, through investment risks you're comfortable with, until retirement. Our plan doesn't stop there – it also includes a distribution strategy that "pays" you with your accumulated assets, replacing the salary you no longer generate in retirement.

We also help business owners design retirement savings packages for their employees, providing owners with valuable tax breaks and giving them a competitive differentiation as an attractive employer.

We've been planning successful retirements for business owners and individuals for over 30 years. We understand the dynamics, decisions and constantly changing tax regulations that can help you save for a comfortable future and spend wisely during retirement.

Retirement Planning Services:

  • 401(k) Plans (Defined Contribution)
  • Defined Benefit Plans
  • Deferred Compensation Plans
  • Executive Compensation Plans

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