Retirement planning
After a lifetime of work, it’s time to enjoy what you worked so hard to achieve. We strive to simplify the retirement process and help you prepare for retirement with confidence. Whether you’re just starting your career or are getting ready to leave the workforce, we help you protect your lifestyle so you can fulfill your vision of retirement.
Wealth management
Live the lifestyle you’ve imagined. Our customized plans can help individuals at all stages create, accumulate and preserve their wealth.
Estate planning
Live in the moment with confidence. From wills and trusts, to family limited partnerships, gifting, protection and more, Kissinger Wealth Management Group is dedicated to ensuring your legacy and preserving your estate while reducing taxes and probate costs. We work closely with your legal professional to ensure your estate plan is properly executed.
Corporate planning
Our advisors can help you and your firm across a spectrum of retirement plan services, including monitoring and managing investments, assisting cost control measures, providing technological innovation, customizing employee education and more.
Tax strategies
You worked hard to get here. Why be cavalier about taxes? By harmonizing your investments and tax planning, we are better able to execute various strategies that help grow your portfolio while protecting what you’ve worked so hard to achieve.
Portfolio review
Our goal is simple: to help protect and grow your assets. We provide in-depth portfolio analysis before making tailored recommendations.
