Investment Management

Reviewing your finances regularly helps to ensure that all your money decisions remain aligned, both with each other and with your broader life and wealth goals. Successful short and long-term financial strategies require diligent and proactive investment supervision. KFG investment team will:

  • Discuss your investment goals, experience, timeline, risk tolerance, and more.
  • Monitor accounts and investments under management on a daily basis.
  • Advise on 401(k) plan investment elections.
  • Offer counsel to avoid emotive decisions that could negatively impact investments.
  • Offer a fee-only structure, and serve as your fiduciary advisor in advisory relationships.

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