Why We’re Different
Our ensemble team of financial partners work on your present and future wealth & retirement planning needs.Learn More
Helping you to help yourself. We offer a variety of financial services education videos, articles and presentations.Learn More
The greater the wealth the greater the time it takes to manage it. The essence of KFG is to help with this…Learn More
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.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
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?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
There are ways to improve your physical fitness without denting your fiscal fitness.
However exciting retiring abroad may sound, it deserves considerable planning.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Calculating your potential Social Security benefit is a three-step process.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
With alternative investments, it’s critical to sort through the complexity.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Roth IRAs are tax advantaged in a different way from traditional IRAs.
There’s an alarming difference between perception and reality for current and future retirees.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.