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.

Disclosures

Ned Kissinger, NMLS # 1867860 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.