Kiffmeyer Tax Advisory Group, Inc.

Not Just Another Investment Firm!

There are many reasons why our clients find us to be something other than "just another investment firm." The most obvious is the concentration of quality professions in each location. Many of our clients describe us as their one-stop shop for many of the issues that are most important to them. The convenience and communication between professionals are some of the advantages that are greatly appreciated by there clients.

Another distinguishing quality of our firm is it's narrow focus. Specifically, working with senior clients, we realize that their goals and concerns are often distinctly different than those of other age groups. For many, asset preservation is the most important concern, rather than asset accumulation, as many no longer have earned income. This recognition of differences in clients situations and conditions is considerably different from many firms who have a "one-size fits all" mentality towards investments.

Finally, we are keenly interested in assisting our clients in determining, understanding, and attaining their goals. We will take the necessary time, however long that is, to fully understand our clients goals and concerns, so that they may best be met. This means looking at all types of investment options.

Our Services Include:

Tax Reduction Planning
Income Tax Preparation
Elder Law Attorney Access
Pension & Retirement Plans
Managed Money Portfolios
CD & Money Market Accounts
Annuities
Life Insurance
Long-Term Care
Retirement Account Rollovers
401K & IRAs

What to expect as a client

Knowledgable, friendly, and courteous assistance. Guided by your investment objectives, you can expect to be educated on how to obtain and maintain a secure retirement by investing wisely, reducing your taxes, and passing your estate on in the most cost-effective, tax-free way possible.