The Kington Group
Let Us Help You Master Your Money |
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
Printer-Friendly
Send to Friend