Our goal is to build an income stream sufficient to meet your retirement needs. We also want the income stream to increase over time to offset inflation. To do this, we invest in a portfolio of common stocks of some of the best, high quality, financially strong companies in the world.

Latest News

S&P 500® Returns Likely to be Poor (Until the Next Bear Market)

S&P 500® returns are likely to be poor until valuations return to normal levels. Click below to read more on the subject.

Let’s Talk About Recency Bias

This article defines Recency Bias from a financial standpoint, and discusses how it can interfere with a person’s decision-making process on investments.

Using an IRA to Build Wealth

Did you know that if you had contributed the maximum to an IRA since 1980 into the S&P 500®, your IRA would now be worth more than $2.5 million?

The Coffee Can Portfolio

What if the stock market was closed for five or ten or TWENTY years… scary thought, right? Not really–just watch your dividend checks.

Learn More About our Team

Our team is here to help your family stay committed to your financial plan and achieve your goals.

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KFP University

Grow your knowledge with our library of financial planning content and other resources.

Connect with Our Client Service Team Today

Our Client Service Team is available to help. Contact Brigitte Palumbo or Terri Lanser at (440) 234-6323