Helping You Set and Achieve Your Goals for the Future
We believe education is the key for our clients. As such, we will discuss and explore options and find the ones best suited for you and your unique situation.
To be successful, you must establish goals for your retirement. Retirement is not the stage of life to jeopardize income on the unknowns of the stock market. The first step to increase financial confidence is to minimize the risk of loss.
Investment advisors are often too focused on financial growth. Many of life’s risk events are unique to retiring and retirement income, such as the risk of running out of money. Fortunately, you do not need to be alone in identifying those potential risks and determining ways to protect your retirement. One such way to protect your money from running out is through our innovative GUARDED IRA™.
Whatever your net worth and life goals, we will help you tailor a retirement income strategy just for you.
Retirement Income Planning
Retirement income planning is an essential financial service that ensures you have a reliable source of income throughout your retirement years. At Kingman Wealth Management, we help you establish goals for your retirement and develop strategies to minimize risk while maximizing your financial confidence.
Tax Minimization
Our team at Kingman Wealth Management will work with you to identify opportunities to reduce your tax liabilities and preserve more of your hard-earned money. By leveraging unique strategies and solutions, we aim to optimize your finances and reduce unnecessary stress on your retirement income plan.
Social Security Optimization
Social Security is an integral part of many Americans’ retirement plans, but it can be a complicated process deciding what is the best time for you to begin claiming your benefits. We can help you assess your options and consider your goals so you can have added confidence when you start receiving benefits.
Life Insurance
We understand that life insurance is more than just a policy; it’s a safeguard for your family’s financial well-being. Whether you need term life insurance for temporary coverage or whole life insurance for lifelong protection, we offer tailored solutions to fit your unique needs. By integrating life insurance into your comprehensive retirement plan, we help you provide for your beneficiaries and secure a legacy that lasts.
We know the ins and outs of retirement income strategies, how to leverage them, and help you optimize them to get the right outcome for your individual situation. To help achieve these goals, we have access to financial solutions and proprietary strategies that only 1% of financial professionals can access. Our primary objectives are to help you preserve the capital you’ve worked so hard for, position those assets for continued income and inflation protection, help minimize or eliminate your tax liabilities, and potentially help your money grow more. We do that every day with innovative solutions such as our GUARDED IRA™. We unlock solutions for retirees and help increase their financial confidence in retirement.
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Give Your Retirement Income the Planning and Protection it Deserves.
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