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Services

Every client is unique, so there is no one-size-fits-all product offering at Kipp Wealth Management. Once we have a chance to talk, we can figure out which of the following services will provide you with the guidance you need to get on the pathway to financial security.

Retirement Planning

Cash flow needs and income are paramount. But so are other concerns. Social Security and medical care. Long term care planning. Estate planning. Pension strategies. We take a holistic approach to retirement planning that considers all of this.

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Investment Management

With so many investment choices in the global marketplace, it can be overwhelming deciding where to invest your hard earned money. We can help to determine what investments are appropriate given your risk tolerance and financial goals.

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Estate Planning

It's important to be in control of your financial legacy. We’ll guide you using wealth transfer strategies designed to help you transfer your assets in the most tax-advantaged way possible, so your loved ones can benefit most from your estate.

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Life Insurance Analysis & Review

From interest and financial market changes to the regulatory changes made to state and/or federal estate tax laws, things are not what they were even five years ago.  By reviewing your existing life insurance policy, you may be able to save thousands of dollars per year.

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Tax Minimization Solutions

The wealthy are using strategies that are available to the public. Yet not many individuals know of these strategies because they are simply not aware of them. We want to change that.

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Social Security Maximization

Whether you’re depending upon Social Security to make a significant impact to your retirement income or having Social Security as just a part of your entire financial portfolio, we will show you an optimal retirement strategy when claiming your Social Security income.

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