For most of us, capturing meaningful savings is a type of preserving when maintaining our future. If you are not confident, your savings will be inadequate. Our advisors will respectfully help you to structure a savings plan that coincides with your current needs and your future goals. KFG will:
- Evaluate your emergency reserves.
- Identify goals (e.g., saving for retirement, college savings, etc.)
- Help you track cash flow and assist with obtaining a goal-based savings on an annual basis.
- Encourage saving by identifying opportunities to save, automating savings, offering resources to teach kids to save, and more.
- Maximize retirement savings to benefit from Federal limits and employer matching programs.