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® Major Declines Past 35 Years

Let’s take a look at the major declines for the S&P 500® over the last 35 years. What happened to dividends during these declines?

Your Child as the Beneficiary of your IRA

Are you aware of the new rules concerning distributions from Inherited IRAs?

Umbrella Insurance

Umbrella Insurance–why you may want to consider buying a policy.

Dividends During Down Markets

The advantage of living off of dividends is that high quality companies continue to pay–if not increase–dividends during difficult financial times.

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 Clients Service Team Today

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