Financial Planning

 

I ​ have the knowledge and experience to meet and exceed your expectations and offer a variety of services customized to fit your specific needs. We offer flat-fee financial planning in the areas of investment planning, life insurance, tax concerns, retirement planning, college planning, and debit/credit planning.

Financial Planning services include but are not limited

to the following:

  • Investment Planning

  • Insurance Solutions

  • Tax Concerns

  • Retirement Planning

  • College Planning

  • Debt/Credit Planning

916-758-9218

2931 Land Park Drive

Sacramento CA 95818

2377 Gold Meadow Way, Unit 100

Gold River, CA 95670

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Based in California, United States of America

KW Wealth Management LLC is not a law firm or CPA firm. The materials presented is intended for education and information only. If you require the service of an attorney or CPA,

we recommend you seek out one and verify their experience.  

A copy of the firm’s Form ADV is available through the SEC’s website at www.adviserinfo.sec.gov. Individual securities licenses and disclosure

are available through https://brokercheck.finra.org, or upon request.

Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.

 

2021 KW Wealth Management ™

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