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

How to Avoid Probate

Some clients have asked us recently about Probate and what steps they can take to avoid it.

Why We Don’t Use the S&P 500® for Dividends

While the Standard & Poor’s 500® is made up of 500 of the largest companies in the United States, we DON’T include it as an investment in our clients’ portfolios.

My Father Was a Farmer

Keith grew up on a dairy farm. It recently occurred to him that his father, the farmer, was just like a dividend investor.

The Importance of Saving at an Early Age

The earlier you begin saving, the more time compound interest has to do its thing–much to your benefit.

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