Kip feels fortunate to have worked with a great group of clients over the years. Most clients who benefit from working with Kip are retired or within 5-10 years of retiring. Most are successful, family and community centered people who’s purpose in life extends beyond money and personal belongings. They are fairly conservative, patient, long term investors who value the safety of their investments and have committed to a financial plan that will see them through the rest of their lives
Clients who work with Kip receive a custom financial and investment plan unique to their goals and objectives. Whether you need help with a retirement, business succession planning, asset transfer or wealth transfer Kip and his team have unique expertise in retirement income planning, tax planning, investment and risk management to help with whatever life event might be on your horizon.