Saving Strategies

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.

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