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How We Help

What would you do if you didn’t have to worry about your retirement income? Travel the world? Pick up tap dancing lessons? Spend time bouncing your grandchild on your knee?

At Kingwood Investment Group, we help individuals pursue the retirement of their dreams by creating customized, personal retirement plans in align with their goals. Many clients come to us with a lot of hope about retirement, but the key is turning hope into a plan. We will work with you to do this and answer your questions, such as:

  • When can I retire?
  • What’s the risk in my investment portfolio?
  • How can I get the most out of my 401(k) and/or IRAs?
  • What should I do with my 401(k) once I stop working?
  • What is the best way to consolidate my numerous IRA accounts?
  • How can I create a steady stream of income that lasts through retirement?
  • Do I have enough life insurance for my family?
  • Should I consider long-term care insurance?
  • What are the elements of a sound estate strategy?
  • When should I claim Social Security?

We operate under the belief that our clients don’t care how much we know until they know how much we care. We care about your retirement and long-term planning needs and look forward to working with you

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