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Planning and Implementation

KFG: Planning and Implementation Services

The powerful combination of our Life Solutions and our expertise in the financial areas below, helps pave the way for your vision to become a reality.

Estate Planning and Tax Planning

KFG can’t wait to assist you with the complexities of a growing estate. Prior to meeting with your attorney, we will educate you about the law, review alternative strategies that address the financial and non-financial issues, help prepare data for your attorney to review and coordinate the process with the attorney.

Business Success Succession Planning

Building a successful company can be a lifetime achievement for a person.  Like estate planning, the non-financial issues of continuing your business without you are often the most difficult to solve. We employ a variety of technologies to help you delineate all of these issues prior to developing financial and structural strategies to resolve the issues.

Employee Benefit Planning

Effective recruitment, retention and retirement of employees requires a unique blend of tax law, labor law, and finance. As with the other areas of planning, we first attempt to understand your unique issues and then review the variety of alternative strategies for addressing them. Some issues are easily solved with unique retirement plan designs, where other issues may require more sophisticated blends of stock options, non-qualified plans and insurance.

Retirement Services

Early planning can be critical in meeting your retirement goals. Let KFG analyze your current status, assist you in providing your future needs, and help you to meet those retirement needs. Our wealth advisors provide strategies for corporate retirees and entrepreneurs.

Risk Management

Many people avoid analyzing their insurance needs. KFG has the expertise needed to assist you in choosing the right life insurance, disability insurance, health insurance and long-term care insurance.


KFG can offer you sound and impartial advice on how to fulfill your philanthropic desires. We can assist you in establishing a private foundation, a charitable trust, or an effective grant-making vehicle!

College Education Planning

KFG has analyzed the many innovative college savings programs available in an effort to provide you with ideal tax saving strategies. These include 529 plans, Coverdell Education Savings Accounts and Custodial Accounts

Note: Some components of these services and programs may be offered by non-affiliated third-parties.