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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
Manage Your Account

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 | 408-731-4100