Personal Financial Planning
Whether you are concerned about…
•
Conserving and growing your assets
•
Generating current income from investments
•
Managing debt
People like you from all walks of life are dealing with unfulfilled expectations.
If you’re asking yourself, “Where do I go from here?” KCG can help!
KCG Personal Financial Plans consist of four phases:
• Fact Finding: To gain a thorough understanding of your current investments, financial resources and goals
• Problem Solving: KCG will help you to evaluate each potential financial solution available to you, including a cost/benefit analysis as appropriate.
• Comprehensive or Target Financial Plan:
• Comprehensive Plan coordinates the implementation of multiple target plans based upon your unique objectives.
• A Target Plan addresses specific questions and/or planning components :
• Financial Statement
• Cash Flow and Net Worth
• Risk Management
• Income Tax Planning
• Business Planning
• College Funding
• Retirement Planning
• Investment Planning
• Estate Planning
• Implementation: KCG Investment Advisory Services LLC works continuously with you to implement your plan over time and manage your assets in light of your evolving
priorities and resources.
For more information or to retain Kimberly Good, please call Kimberly at (912) 224-3069 to arrange an
appointments. We will develop a planning schedule and an estimate of cost.
Kimberly C Good CLU, ChFC, CFP
CHARTERED RETIREMENT PLAN SPECIALIST
For more information about how KCG Investment Advisory Services can help you sponsor a more successful retirement plan to request a proposal or for ADV II, contact Kimberly Good via email at kimberly@kcgfinancialconsultant.com. Mail: PO Box 15416, Savannah GA 31416