Our Services
Our Services
How We Work
Your financial situation is unique, which is why we will work closely with you to determine a suitable strategy for your individual needs. Our no-obligation professional consultations can provide you with detailed information about all the financial products available to help you pursue your financial goals.
- Financial Planning
- Stocks, Bonds and Annuities
- Mutual funds
- Retirement Planning
- 401(k) and 403(b) Rollovers
- Tax Reduction Strategies
- Education Funding
- Life Insurance Planning
- Long-Term Care Planning
- Trust Services
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
mboomer@kpcu.com | 408-731-4298