Services

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Diversified Paths to Pursue Your Dreams

What do you want your life to look like in the future? Whatever you envision, the KEMBA Wealth Management team can provide individualized solutions and personalized service to help further your goals. Your journey is unique, and we'll tailor a wealth management plan specific to you.

Solutions

Guided Solutions

You set a goal, and we'll help you work toward it through diversified investments with your risk tolerance in mind.

We'll work together to figure out how much to save for retirement and your timeframe for investing. We'll create a plan to address college expenses, weddings and your legacy. We can also discuss your healthcare options and explain all the details.

Complementary Products: Managed Account, Financial Planning, Insurance, Wealth

Investment Planning

Planning for your future

Our team of experts are here to assist you plan for whatever comes next. From Retirements to unexpected life events, we are here to help you plan for whatever your future may hold.

Retirement Planning Services

Your vision of retirement requires its own unique approach. Our advisors evaluate your options to create a personalized plan.

Complementary Products: Financial Planning, Retirement Accounts (401k, 403b, Pension, IRA, SEP, Simple), Annuities, Mutual Funds, Stocks, Bonds, ETF and Alternative Investments

Investment Planning & Support

Lean on our advisors for insight and information as you make your investment choices. We provide as much or as little assistance as you require, based on your comfort level.

Complementary Products: Brokerage, Mutual Funds, ETF, Bonds, Stocks, RIET, UIT, CD Options and Cash Management

Planning for Life Events

Finances can change dramatically as you enter different phases of life. We'll help you make decisions for each stage by providing information needed to navigate your way.

Complementary Products: Marriage, Death, Children (Birth, College, Weddings & Legacy), Health Care Needs, Life Insurance, Disability Insurance, Wealth Transfer, Financial Planning, Long Term Care, Estate Planning

Elder Care Planning

Your golden years can be more enjoyable when you plan ahead. We'll discuss your options for protecting you and your loved ones in the long term.

Complementary Products: Financial Planning, Long Term Care, Managed Account, Insurance, Estate Planning

Socially Responsible

Socially Responsible Investing

If your conscience guides your investments, we'll work closely with you to find companies and industries that align with your values.

Complementary Products: Managed Account, Mutual Funds, Brokerage, ETF, Bonds, Alternative Investments, Financial Planning

Disclosures

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