Financial Planning at Kummer Financial Strategies, LLC begins with an in-depth evaluation of your current financial situation. Once we have established your overall objectives and current position, we will design a custom plan and portfolio based on your specific goals..Learn More
Business / Executive Solutions
Business owners and professionals face special financial concerns. You already know it is important to invest, but how do you get started? There are many programs available to you. Let us help you choose the most appropriate one for you.Learn More
In changing economic conditions and market swings, we advocate investing sensibly over the long term and maintaining an adequate level of insurance coverage. We work with you side by side so that you are confident in the financial recommendations we make.Learn More
*By clicking on this link, you will be directed to a third-party website. KFS is not affiliated with Alzheimer's Association. Any reference to them should not be construed as an endorsement by either party. Donations are strictly voluntary. The information therein is limited to the dissemination of general information and is not intended to be legal or investment advice; nothing therein should be relied upon as such. The views expressed therein are for informational purposes only and do not take into account any individual personal, financial, or tax considerations. They are not necessarily the views of KFS.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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Annuities are versatile tools that can help you save for retirement and generate income in retirement.
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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
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In life it often happens that the answers to our most pressing questions are right in our own backyards.
Agent Jane Bond is on the case, cracking the code on bonds.
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You’ve made investments your whole life. Work with us to help make the most of them.
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