Nancy C. Nelson & Associates has merged with KG Advisors. By integrating our teams and technology, we now serve all of our clients better. We combined the best of both firms while building a brighter future.
Please contact us today to learn more. 1-800-KGA-4916
Our advisory service adopts the practice of Modern Portfolio Theory. This premise, whose creators won the Nobel Prize in Economics, champions the notion that the particular asset class that one is invested in accounts for the vast majority - over 90% - of the portfolio's performance.
Financial Planning is a series of steps taken in order to help you accomplish your goals. We will first gather and analyze data about your income, expenses, taxes, insurance coverage, retirement plans, wills, trusts, investments and other pertinent information and then develop a plan to help you reach your financial goals.
Business owners can invest a lifetime building a successful company, while it leaves little time to think about their inevitable exit and proper Succession Plan. Whether you are creating an exit strategy for the short term or for the next 20 years, our Sellability Score valuation tool will initiate our process of building and facilitating your exit plan - to help ensure financial security while protecting your legacy.
Legacy Planning is a life planning process that helps people discover what their meaningful life might look like and how they can achieve it. Identifying meaningful life goals is a discovery process. Think of this process as a guidance system, your own personal GPS.
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Even in the best of times, the complexity and the unpredictability of the markets can make managing your business and personal financial situation a challenge. We're here to help. KG Advisors is an independent professional service firm providing customized, conflict-free investment advice.
We put our expertise, independence, and service to work for you, helping you develop a comprehensive financial and life plan strategy. We keep careful tabs on market developments and global economic events; helping you select the appropriate investments among the thousands of investment alternatives available today, without pushing proprietary products; and offer you consistent, and understandable information about your portfolio. And we do it with the utmost courtesy and confidentiality helping you get more clear, get more free, and get going, making the most of your life’s second half.
KG Advisors is an independent Wealth Management Firm serving individual investors and institutions by offering customized financial planning services and objective advice to help clients achieve their financial goals.
KG Advisor’s CPA-RIA Partnership model allows select CPA firms to maximize growth adding a financial advisory practice serviced by an experienced outside provider.
The eventual succession or sale of your company is a tremendous decision which affects your family, employees, and clients. Our Succession Planning Service begins with a complimentary review of your unique Sellability Score & Report.
Our comprehensive Legacy Planning service helps clients achieve success with significance. Engage in a unique process, first by defining your values, talents, dreams and find your unspoken purpose and calling to become a reality.