The Kitzmiller Financial Group Client Engagement Process
Financial Advisor in York, PA
We use an exclusive process to uncover hidden flaws, discover critical facts, and minimize unnecessary risks. Our approach is to continue to educate and always provide the best service to our clients. Our clients are part of our extended family. Therefore, our relationships are built on trust and whether we are a good fit for each other. Our process involves a few signature steps designed to meet your goals.
We’ve been proudly serving the York, PA community for over 30 years. Our commitment to your financial well-being goes beyond just providing services. We strive to empower you through education and expert guidance, ensuring you have the knowledge and tools to make informed financial decisions. With our dedicated team by your side, you can feel confident knowing that your financial future is in good hands.
Let us lead you towards financial well-being, offering personalized insights every step of the way. Start your journey to financial stability with Kitzmiller Financial Group today!
Financial Lifestyle Diagnostic
Our Financial Lifestyle Diagnostic is designed to provide simplicity and confidence in your retirement by focusing on key areas of financial planning. This comprehensive approach addresses income stability, risk management, tax efficiency, healthcare costs, and legacy planning, ensuring that all aspects of your financial life are aligned with your goals and values for a secure and fulfilling retirement.
- THE INCOME FOR LIFE PLAN
- THE RISK MANAGEMENT PLAN
- THE TAX MANAGEMENT PLAN
- THE HEALTH CARE PLAN
- THE LEGACY, ESTATE, & CARE PLAN
Goal: To create an income plan to ensure that you and your family will have guaranteed increasing income throughout retirement.
Values/Benefits:
- Optimize Social Security
- Build lifetime income stream
- Prepare for inflation Complimentary
Report: Optimized Income Diagnostic
Goal: To eliminate unnecessary risks that could derail your retirement goals.
Values/Benefits:
- Understand the appropriate level of risk needed
- Optimize allocation to provide the greatest opportunity for success
- Build an investment plan aligned with your goals and values Complimentary
Report: Portfolio Allocation Optimization Diagnostic
Goal: To make sure you pay the lowest amount of taxes as allowed by law through the US Tax Code and create tax-free income when possible.
Values/Benefits:
- Build tax-efficient withdrawal strategy
- Understand the tax implications if each type of account
- Customize investment strategies that can provide tax-advantaged results
Complimentary Report: Tax Management Diagnostic
Goal: Anticipate the greatest potential out of pocket financial risk in retirement and create a plan to offset this risk with smart health care options.
Values/Benefits:
- Look at all aspects of Medicare: part A, B & D
- Use Medicare supplement plans to protect your wealth from your health
- Review the four options to protect against Long-Term Care
Complimentary Report: Medicare Consultation
Goal: To make sure you pay the lowest amount of taxes as allowed by law through the US Tax Code and create tax-free income when possible.
Values/Benefits:
- Organize foundational Estate Plan
- Analyze potential health care burdens
- Build Estate Plan to meet goals and values
- Understand options that could be the most beneficial for a family
Complimentary Report: Legacy and Care Diagnostic, Comprehensive Life Insurance Review
