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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
This worksheet can help you estimate the costs of a four-year college program.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Here are six flags that may make your tax return prime for an IRS audit.
A look inside the U.S. government's statistics on household net worth.
Life insurance proceeds are generally tax-free. But not in all cases.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Recent changes in estate tax laws could affect the strategy you have in place.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
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.
With alternative investments, it’s critical to sort through the complexity.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.