Are you ready for retirement? Have you saved enough? What is the future? Will it all work out? Will it all work out?

Many seniors can better organize their financial affairs when they know about the many solutions available beyond what they are told by their stockbrokers, financial planners and lawyers. Kagy Financial Group first educates seniors about their alternatives and then assists them in implementing the proper solutions If you\'ve been looking for straight advice and wondering who you can talk to, we will be happy to meet with you for a free one hour consultation. During your initial consultation, we will review your tax return and list of investments and answer your questions.

Financial Tools For Your Portfolio:

Estate Planning -

Includes assistance with living trusts and elimination of estate taxes, probate fee and expenses

Retirement Planning -

Best ways to invest and get money out of IRA’s, Rollovers and Pensions

Long Term Care -

To protect and shield assets from nursing home and Medicaid seizure

Investment Management -

To increase and protect your income specializing in safe, guaranteed investments

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Invitation to Financial Preservation:

When was the last time your tax preparer did an analysis of your tax return and proactively identified ways you could legally reduce the amount of taxes you are paying?  Our office specializes in financial planning from a Tax-Smart Perspective with our clients.  We work with CPA’s who will review your prior year’s tax return and identify tax saving strategies where suitable and appropriate.

Phone today – Toll Free (800)833-2940 or (913)814-8016 with questions or to see if we can help you.

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Estate Planning Essentials:

Income Enhancements -

Immediate Annuities

Tax Reduction Strategies -

Help increase spendable income

Unique Solutions to Problems -

How to pass assets to the next generation and beyond without estate tax

How to have your investments keep pace with the stock market

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