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Our Firm. Your Strategies. Our Approach. Your Team.

An Ensemble Firm Focused on Your Financial Success.

Welcome, Kipp Financial Group is an ensemble practice of leading financial planning and management professionals. Our custom in-depth analysis and client centered financial solutions are tailored to your wealth management needs.  We’ll help you by engineering a specific and individual system for you to continue to achieve your goals – both in lifestyle and in the time to enjoy it.

KFG's Financial Freedom Experience gives you the confidence and the freedom to help manage and grow your wealth.

As the architect of long lasting wealth for you and your family, Kipp Financial Group will help design a structure of client-centered wealth management systems which include the tools and resources of our ensemble of seasoned professionals. Like a fine architect, Kipp Financial Group will help analyze every aspect of your financial plan to ensure it has a strong foundation. Our leading team of experts will engineer a financial blueprint for your investments in order to help preserve future wealth and maintain your lifestyle.

Kipp Financial Group has one goal: to help engineer your financial freedom. That's Financial Freedom By Design... 

While many of our clients are business owners, professionals, and families, we also serve employees in the biotech, military and civil service industries. Based in Ventura, California we work with clients locally in Ventura, and Santa Barbra as well as multiple states across the country.
Wherever you are, we’ll help get you where you want to be.

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Helpful Content

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

 

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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