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Client Services

Infinitely adaptable to fit your life --- We manage your financial picture with an emphasis on clarifying your LIFE GOALS for you, your family and your community.

Printable Menu of Services PDF 

The Carefree Solution TM

Our team of experts will work with you to engineer an individual Wealth Management Program - to help protect your growing wealth. A live, fully integrated Wealth Management Program.

Financial Foundations

Life Programs

  • Estate Planning
  • Risk Management
  • Cash Flow Management
  • Asset Repositioning
  • Newsletter
  • Business Owners (Qualified Plans & Benefits)
  • Goal-Based Investing
  • Net Worth Management (Assets & Liabilities)
  • E-MONEY Live Monitoring Via Web
  • Life Redirection
  • Elder Care
  • Philanthropy
  • Wealth Transfer
  • Special Needs
  • Family Legacy
  • Second Homes
  • Sale of Business

The Portfolio Navigator TM

Kipp Financial Group’s seasoned professionals will analyze every aspect of your financial plan to ensure it has a strong foundation.

Portfolio Management

  • Creation of Investment Policy
  • Active Management Of Your Investment Portfolio
  • Goal Setting
  • Financial Blueprint To Help Preserve Future Wealth & Maintain Lifestyle
  • Periodic Review Meetings
  • Quarterly Reports
  • Newsletter

Your Financial Freedom Experience ALSO includes Kipp Financial Group’s innovative Strategic Wealth Planner and Business Advantage, reviewing all your personal and business planning needs. A huge added value!

Strategic Wealth Planner TM

  • Assess Cash Management
  • Assess Tax Planning
  • Assess Estate Planning
  • Assess Risk Management
  • Retirement Planning

Business Advantage TM

  • Clarify & Prioritize Business Goals
  • Tax Reduction Strategies
  • Cash Flow Management
  • Risk Management Assessment
  • Business Plan