Comprehensive Wealth Management Services

Throughout the financial planning process, the financial consultants at Kirtland Financial Services will work closely with you and your family to provide individualized, objective, and trusted guidance for all of your financial needs. Our Comprehensive Wealth Management Services can provide an analysis on each of the following six areas:

Financial Position

Cash flow management, cash reserve, debt management, and net worth determination

Protection Planning

Life, health, disability, and long-term care insurance

Investment Planning

Risk tolerance, asset allocation, the use of stocks, bonds, mutual funds, and education plans

Tax Planning

Tax reduction strategies and deferral, effects of liquidation, qualified and non-qualified investments

Retirement Planning

Roth and traditional IRAs, 401(k) and Thrift Savings Plan (TSP) rollovers, Social Security, create and maintain income streams, and Required Minimum Distributions (RMDs)

Estate Planning

Asset ownership, beneficiary designations, and estate liquidity

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