Services
The Kitzerow Financial team offers the services you need to evaluate, plan, and implement the right financial strategies for you and your family. We pride ourselves in providing a holistic, comprehensive planning approach that enables you to make better-informed choices.
We believe that you are Smart enough to make the correct choices for yourself if only you are told the truth. From our perspective, the truth means all the facts, or pros and cons, of the strategy or product under consideration. That truth coupled with your context or unique circumstances is what makes a product or strategy right for you or rules it out as belonging in your personal plan.
Practice Area
Our Specialization
We Believe
Our role is to protect you from the financial calamities associated with living, the governments that tax you and the financial companies who are in business to separate you from your money.
Retirement Income Planning
People are living longer. Inflation causes living expenses to increase each year. For most people, guaranteed pensions are a thing of the past. The financial health of Social Security is questionable. Our Retirement Income Planning process helps you create a stream of income that will last as long as you, or you and your spouse live. In addition, it is designed to keep pace with inflation to meet your living expenses today and in the future.
Tax Planning
Believe it or not, we are living with some of the lowest tax rates in our history. In the past, federal income tax rates have been as high as 94%. When you couple today’s low rates and rate history with the fact that our national debt is more than $38 Trillion, many people expect taxes to increase significantly in the future. We can help you create sources of retirement income that are free from income tax.
Estate Planning
The obvious parts of estate planning include wills, living trusts and powers of attorney. Of course, we'll work with your estate attorney to make sure your plan is covered and up-to-date. If you have accumulated substantial wealth, we have the faculty to dramatically reduce the taxable value of your estate. In fact, we’ve been helping clients keep their wealth in the family since 1985.
Debt Management
If you're struggling to manage your debt, a debt management plan might be the solution. A debt management plan is designed to help you lower your current debt and move toward eliminating it completely.
Why Choose Us ?
We have a unique perspective on the financial advisory business and work as a fiduciary for our clients at all times. When you deal with us, you know that every action we take is in your best interest. We are fee-only financial advisors, which means we receive no commission from any investment or product and that means greater transparency for your account. There are no hidden commissions or revenue sharing and there is never a conflict of interest because our compensation to manage your account comes from the fees we charge you, not from any product provider.
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