Creating a personalized financial plan to achieve your most important goals can sound overwhelming. That’s why we simplify complex concepts and tailor our strategy to your individual circumstances and aspirations.
Let us help you find a clear, straightforward path to your financial future with a comprehensive plan built around your needs.
We offer a wide range of financial plans and specialize in making them work for you. We’re here to help filter out the distractions and assist you with organizing, strategizing, and optimizing your financial game plan in a simple and straightforward manner.
Feel more confident about the standard of living you want in the future. We'll help you determine how much you need to save and invest through your working years to meet your retirement objectives. In retirement, we help you position your assets to provide needed cash flow today and for many years in the future.
With educational planning, we help you find investment products that addresses the educational needs of all your family members. And not just your kids – even you or your partner might want continuing education. With KMJ, you’ll get the kind of proactive service and support that will make a real difference in your life.
Estate planning is an integral part of the financial planning process. A good estate plan can give you more control over your assets during your lifetime, provide management if you are disabled, and the transfer of your wealth after your passing.
Taxes are complex and ever evolving. So, we take a totally comprehensive approach to help you understand your circumstances. Our entire team of seasoned and knowledgeable financial professionals brings you decades of trusted experience. KMJ Financial Group is committed to working with you to keep you informed about how your investments and financial planning decisions impact your overall tax liabilities.
We partner with Pinnacle Tax Associates for tax preparation, tax minimization strategies, and holistic tax planning. Pinnacle does more than simply enter your information into your tax return. They provide advice tailored to your long-term goals, tips to lower your tax bill, and make taxes easy, quick, and accurate.