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FINANCIAL SERVICES

Financial & Retirement Planning

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KGC Is Your Partner in Comprehensive Financial & Retirement Planning Solutions

At Kershner, Grosso & Co., we offer personalized retirement and financial planning to secure your future. Our services include tailored investment strategies, tax-efficient plans, Social Security optimization, budgeting, estate and insurance planning, and education planning. Achieve your financial goals with our comprehensive approach.

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Retirement Planning Services

Retirement is a significant milestone in life, and proper planning is essential to ensure financial security and peace of mind during your golden years. We specialize in creating personalized retirement plans tailored to your unique goals and circumstances.

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Retirement Planning Services

Our retirement planning services include:

  • Goal Setting
  • Savings and Investment Strategy
  • Tax-Efficient Withdrawal Plans
  • Social Security Optimization
  • Long-Term Care Planning
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Financial Planning Services

Our financial planning services encompass a holistic approach to managing your finances, with a focus on achieving your short-term and long-term financial goals. Our CFP® led team will create a comprehensive financial roadmap that covers all aspects of your financial life.

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Financial Planning Services

Key components of our financial planning services include:

  • Budgeting and Cash Flow Management
  • Investment Management
  • Estate Planning
  • Insurance Planning
  • Education Planning
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Retirement Planning

Goal Setting

We’ll work closely with you to understand your retirement aspirations, whether it’s traveling the world, pursuing hobbies, or simply enjoying time with family.

Savings & Investment Strategy

We’ll develop a comprehensive strategy to maximize your savings, considering factors such as risk tolerance, time horizon, and desired lifestyle.

Tax-Efficient Withdrawal

We’ll structure your retirement income to minimize tax implications and maximize the longevity of your savings.

Social Security Optimization

We’ll help you navigate Social Security benefits to maximize your entitlements as part of your retirement strategy.

Long-Term Care Planning

We’ll address potential long-term care needs and integrate this into your overall retirement plan.

Take the first step toward achieving your financial goals.
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Financial Planning

Budgeting & Cash Flow Management

We’ll help you establish a budget and cash flow plan to optimize your savings and expenses.

Insurance
Planning

We’ll assess your insurance needs, including life insurance, disability insurance, and long-term care insurance.

Education
Planning

We’ll assist in planning for educational expenses, whether for your children or grandchildren.

Investment
Management

We’ll design and manage an investment portfolio aligned with your goals and risk tolerance, regularly reviewing and adjusting it as needed.

Estate
Planning

We’ll take a close look at your estate & succession plan. We work with area attorneys that can assist in reviewing & updating your estate if needed.

Tailored Financial
& Retirement Planning.

At KGC, our financial and retirement planning services are designed to provide you with a secure and prosperous future, tailored to your unique needs and aspirations. Let us guide you on your journey to financial well-being and peace of mind.

Start your journey to financial well-being today.
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