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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

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Fallen Tree Damage—Who Pays?

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

 

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Estimating Your Estate Taxes

Estate tax laws have changed a few times in recent years. Do you know the new rules?

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Contributing to an IRA?

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

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

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

Principles of Preserving Wealth

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

Retirement Plan Distributions

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Are Alternative Investments Right for You?

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

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

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