How We Do It
Over our firm’s history, we have helped thousands of clients retire on their terms and successfully navigate challenging stock market events, such as the global pandemic and the financial crisis of 2008, where stock markets imploded.
Our clients know that Kingman Wealth Management helps you maximize income with an emphasis on greater financial confidence and control. To achieve this, we begin by getting to know each client on an individual level – no two plans are the same. Only then can we offer you the resources and strategies that put you in control. Our clients are empowered, and our strategies provide increased confidence that you have what you need to make the best financial decisions to achieve more of your personal goals in retirement.
Step 1:
Discovery & Goal Setting
In our initial consultation, we’ll get to know you, understand your financial goals and concerns, and explore key areas like retirement, investments, and estate planning. Together, we’ll define and prioritize your objectives.
Step 2:
Customized Financial Plan
We’ll create a personalized financial plan based on your goals, which may include strategies for taxes, investments, retirement, estate planning, and insurance solutions.
Step 3:
Strategy Implementation
After thoughtful collaboration, we’ll help implement your personalized plan – whether that means adjusting investments, setting up retirement accounts, or exploring insurance options.
Step 4:
Ongoing Support and Review
Financial planning is ongoing, and we’re here to support you. We’ll regularly review and adjust your plan to keep it aligned with your goals, life changes, and market shifts.
We aim to be your long-term partner in achieving financial success. Our team is here to guide you through each step of the process, offering personalized solutions to help you navigate your financial journey with confidence.
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Take the First Step Toward a More Confident Financial Future.
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