Whether you’re planning for retirement, seeking investment opportunities, or strategizing for wealth preservation, our experienced team is here to guide you every step of the way. From personalized investment planning to retirement income strategies and estate planning, we offer a range of financial services designed to help you achieve your goals with confidence and clarity.
At Kitzmiller Financial Group, we do more than address your financial challenges. We prioritize building lasting relationships with our clients, taking the time to understand your individual financial situation and crafting strategies that align with your objectives, risk tolerance, and timeline. With a focus on education and empowerment, we aim to equip you with the knowledge and tools necessary to navigate your financial journey with confidence and peace of mind.
Explore our list of our financial services & discover the financial challenges we can help solve.
Retirement Income Planning
Navigating retirement income planning brings forth various uncertainties: How much is sufficient? When is the optimal time to retire? Which strategies ensure a secure and fulfilling retirement? In response to these complexities, Kitzmiller Financial Group provides tailored retirement income planning services, offering clarity and peace of mind. By understanding your individual needs and aspirations, we develop strategies that transcend mere financial survival, striving for a truly enriching “Golden Years” experience.
Wealth Management
Wealth management encompasses various financial decisions individuals make to optimize their money. Simple actions like saving on lunch or clipping coupons contribute to wealth management, but for investors, it requires expertise in asset management. Our wealth management services help you navigate the complex investment landscape. We prioritize aligning investments with your risk tolerance and long-term goals.
Building wealth isn’t always straightforward. Market fluctuations and personal circumstances influence financial fortunes. Tedd Kitzmiller ensures your investments align with your future aspirations. Managing wealth can be mentally taxing, especially for busy professionals. Our wealth management services ensure meticulous oversight and timely adjustments to optimize your assets.
Long-Term Care Planning
Long-Term Care (LTC) insurance offers vital support for individuals navigating serious injuries or illnesses, covering expenses from transportation to daily assistance. It safeguards savings from depletion during challenging times, preserving financial stability amid uncertainty. Yet, without proper guidance, managing LTC amidst recovery can lead to rushed decisions and financial repercussions, impacting retirement plans. With dedicated support, individuals can safeguard their hard-earned assets, ensuring peace of mind for the future, regardless of unforeseen circumstances. Our LTC services help you gain peace of mind and live comfortably in retirement.
Tax Planning
Crafting a tax plan hinges on income, applicable deductions, and investment preferences. Stocks, rental properties, bonds, IRAs—each asset demands a tailored approach. While some find taxes as simple as tallying up yearly expenses, effective tax planning requires more strategic thinking. Despite the added effort, meticulous planning can yield significant savings annually. Kitzmiller Financial Group’s tax planning services specialize in minimizing tax liabilities, navigating tax brackets, and optimizing retirement accounts. Our strategies consider not only local, state, and federal tax laws but also your unique retirement objectives.
Maximizing Social Security
The retirement safety net in America has faced scrutiny for decades, especially with rising medical and in-home care costs. Despite dwindling statements, some have dismissed the program entirely.
However, amidst changes, opportunities still exist within Social Security regulations. Financial professionals like Tedd Kitzmiller can shed light on how these apply to you. While it shouldn’t be your sole retirement source, Social Security can significantly contribute to covering basic expenses. Kitzmiller’s aim is to maximize benefits from a system individuals have likely contributed to for years.
Increasing monthly income during retirement requires diverse revenue streams—from savings to pensions. Social Security in York can supplement existing assets. Since its inception, optimizing benefits has been a challenge. Kitzmiller Financial Group assists in maximizing Social Security benefits, ensuring accurate and detailed information to capitalize on entitlements.
