Your K Financial Journey Begins Here
Take the first step toward your best life in retirement.™
Greg Korn, CFP®
No two retirements are alike, and no two retirement strategies should be, either. We tailor our guidance to your specific needs. Whether you’re looking for someone to review your current financial outlook or to craft a retirement plan designed to last for the next 30-plus years, we have the experience and knowledge to guide you.
You don’t have to go it alone.
Together, we can develop strategies to help you hit your bullseye when you decide to hang up your work belt.
We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.
Our services and strategies include:
Planning For Retirement
Maximizing Social Security
Planning For When You Are Gone
Living In Retirement
Medicare
Notary Services
The Greatest Gift: Outline Your Wishes with an Estate Plan
Give your loved ones the greatest gift! Communicating your values and goals today can help your loved ones through tomorrow. This 12-page guide can help you understand the basics of estate planning, including:
Areas your will should address (and who should write it)
The two types of trusts — and how they can help reduce the chance of a family conflict
A checklist to help you select the right person to carry out your wishes
Take the first step toward your best life in retirement.™
It’s never too early — or too late — to take control of your financial future. Get started today by scheduling a meeting, registering for an event or accessing our resource library.
