Anyone who has taken a thorough look at the major areas of his or her financial life, (such as insurance, tax management, estate planning, and capital accumulation),needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. Our Firm can help you reach those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.

At The Kington Group, we provide assistance in the following areas:

Tax Planning

Tax Return Preparation
All states prepared
Audit representation
Electronic Filing
Specialties in all Careers, I.E. Law enforcement, Firefighters, Educators, Medical practitioners, etc.
Sole proprietors

Investments

Traditional IRA
Roth IRA
Sep IRA
Simple IRA
529 College Plans
Mutual Funds
Variable Annuities

Wealth Planning

Retirement Planning
Investment Advise
Client Money Management
Estate Planning

Securities and Advisory services offered through Linsco/Private Ledger. A registered investment advisor. Member FINRA & SIPC. CA Insurance License #:0B64022