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Retirement Planning: Defining retirement goals/needs, evaluating current position,

KORHORN FINANCIAL GROUP, INC.

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Retirement Planning: Defining retirement goals/needs, evaluating current position,

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  1. KORHORN FINANCIAL GROUP, INC. Estate Planning: Educating on how assets pass and the documents that are recommended for a proper estate plan, reviewing current estate plan to ensure it is consistent with wishes, and completing the implementation of beneficiaries to ensure consistent with the will. Present Financial Position: Organizing assets and liabilities into a format that allows for monitoring of progress and establishing, when necessary, a spending plan that if followed will help pursue financial goals and work towards financial peace. Protection Planning: Reviewing financial risks and how they are managed to ensure it is consistent with Net Worth and need. Often entails a complete insurance review. Retirement Planning: Defining retirement goals/needs, evaluating current position, and adjusting variables in an effort to help ensure the success of the plan. Investment Planning: Reviewing the existing structure of investment accounts and the appropriateness of current investment tools and making recommendations to ensure the structure and tools are consistent with retirement needs and personal tax situation. Tax Planning: Analyzes current tax situation and determines opportunities to optimize situation in light of all areas of your financial life. 6 Areas of Financial Planning Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through KFG Wealth Management, LLC. KFG Wealth Management, KFG Tax & Business Services, LLC and KFG Insurance Agency are subsidiaries of Korhorn Financial Group, Inc. Korhorn Financial Group and its subsidiaries are not affiliated with the Securities America companies. Securities America and its representatives do not provide tax or legal advice. Those services are offered in conjunction with qualified professionals. Tax services are offered through KFG Tax & Business Services, LLC.

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