 "KCG helped us start our company 20 years ago, and they have stood with us each step of the way. Through good times and bad, the firm has provided us with high end advice on long term planning and corporate succession. When our payroll person walked with no notice, KCG did the nuts and bolts work necessary to keep us afloat." ~Dave Turner The Counseling Source "KCG has helped us plan & implement a strategy for our family members’ retirement from the company that is both good for them and our company. Everyone we have worked with has gone out of their way to be helpful. They make us feel like we are their most important client. You do a wonderful job, and we look forward to many years of doing business together!" ~Laura Woods Personal Estate & Financial Planning You work hard to provide for your loved ones—for today, tomorrow (college, retirement) and after you are gone. Responsible financial and estate planning ensures that your family will be taken care of under any circumstance. This planning can entail many complex details that require expert guidance. Often, it can demand a team of professionals to make sure all your needs are met. At KCG, we will work with your attorney, insurance agent, and financial advisors to help develop a comprehensive personal finance and estate plan to make sure your assets are properly protected and set up to meet your financial goals. Below are just some of the services we provide for estate and personal financial planning:
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