Jennifer built one of the most successful publishing firms in the West. But, neither one of Jennifer and Jim’s two daughters wanted to work in the publishing business -- which then left a lot of choices and questions for the couple. At her husband Jim’s request, Jennifer decided to pull some cash out of the business. Before they make the transition, they seek advice to determine their best course of action.
First, Wealth Management firm KFG...
would meet with Jennifer and Jim to determine what goals they want to accomplish with their wealth. They then will work to determine what they value most in life and then engineer their Financial Freedom Experience plan to help accomplish it.
KFG can help them determine what they want to do with their retirement dreams and goals and how to structure it. They can work together to determine the best course of action for Jenny’s business and their grown daughters’ legacy. KFG with their encompassing Financial Freedom Experience can offer a comprehensive gifting program for both the daughters.
For KFG, assisting clients through life changes in a positive way is the most exciting, gratifying and rewarding work we do!
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