Products & Services

At Kummer Financial Strategies, we provide assistance in the following areas:

Investments

  • Managed Assets Programs
  • Investment Policy Statements
  • Custom Designed Portfolios
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • 401 (k) plans
  • Money Purchase Plans
  • Profit Sharing Plans
  • Fixed Income Securities

 


Financial Planning

  • Comprehensive Custom Financial Plans
  • Retirement Planning
  • Tax Planning
  • College Planning
  • Estate Planning
  • Elder Care Planning
  • Risk Management
  • Business Planning

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Pension Maximization
  • Estate Tax Liability 

Tax Planning

  • Tax Efficient Portfolios
  • Cost Basis Research & Tracking
  • Tax Planning for Executives / Business Owners
  • Estate Tax Planning for High Net Worth
  • Business Entity Planning
  • Tax Loss Harvesting
  • Step Up In Basis
  • Re-Registration for Estate Settlement

This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice.