CLIENT SERVICES

KFG Advisors offer 'solution based' advice that is customized to each individual client. For more information about our client experience, visit FAQ’s.

Client Services

  • Comprehensive Financial Planning
  • Retirement Planning
  • Portfolio Management
  • Estate Planning & Education Planning
  • 401ks, IRAs, Trust Accounts
  • Insurance planning
  • Charitable Giving
  • Risk Management

Access to Investments

  • Mutual Funds, Exchange Traded Funds, Stocks
  • Taxable and Tax Free Bonds
  • Unit Investment Trusts
  • Structured Notes and CDs
  • Alternative Investments
  • Variable and Fixed Annuities
  • Life and Health Insurance
  • Long Term Care Insurance
  • CDs and Money Market