KW Wealth Management Group
Benjamin E Kehl
Co-Founder and Wealth Management Advisor|CFP®, CAP®, CASL®, ChFC®, CLU®
860-815-9070 860-815-9070
Fee-Based Financial Planning
We will take the time to listen to what’s important to you and understand your needs. Then drawing upon a broader perspective and financial expertise, we will tailor your financial plan to fit your priorities and goals. From planning to implementation, our recommendations for advisory accounts follow a fiduciary standard, so we will act in your best interests, not ours. We will be transparent about what our planning services will, and will not include, so you’ll know exactly what you’re getting upfront. And when it comes to the cost of our services, we will let you know upfront about that, too.
Our planning services start at $2,500 and increase based on the complexity of the engagement and other factors. Our fee-based services can include a single issue engagement to an all encompassing financial plan. Here is a list of some of the ways we regularly engage clients.
- Wealth Management
- Tax Efficient Strategies
- Retirement Planning
- Education Funding
- Risk Management Solutions
- Investment Planning & Strategies
- Advanced Portfolio Management
- Retirement Distribution & Income Strategies
- Charitable Planning
- Estate Planning & Trust Services
- Executive Benefit Planning
- Employee Benefit Planning
Here's how we will build your personalized plan:
Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. And as your priorities change throughout your life, I'll shift the financial strategies in your plan, too. So your plan always stays flexible, and you stay on track to consistently meet goal after goal.
Business planning
No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.
Investments: invest in your best life.
With more ways to invest than ever before, it can be hard to make sure your money is working its hardest for you. We focus on long-term investment strategies to give you more confidence and help make sure that the growth potential and management of your money isn't left to chance.
Special needs planning
Caring for a loved one with special needs can present unique challenges. We can help you navigate complex considerations and assemble the right team including experts in law, social services, and more, to help you provide the highest possible quality of life for you and your loved ones.
Estate planning
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.
Education funding
With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it. From strategies for saving and funding education to how whole life insurance can play a role, we can help you understand your options.
Long-term care: have more choice and control.
Have more freedom and control to choose where you could get care should a chronic illness or disabling injury prevents you from living on your own, no matter how old you are.
