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At Krellwitz, Kurimoto & Associates, our advisors are committed to creating a financial plan to fit your unique needs. We focus on comprehensive financial planning services and unbiased investment advice through clearly outlined service options.


WEALTH MANAGEMENT SERVICES

Our wealth management services will provide you with comprehensive planning and implementation of strategies for retirement, family, inheritance, insurance, estate, charitable giving, and tax planning.

Our advisors will provide investment allocation recommendations and asset monitoring, ongoing financial advice, and access to a diverse lineup of professionally managed portfolios.

In addition to these services you will receive a semi-annual portfolio review and and annual goal-assessment review to help make sure you are always on the right track.

GOAL-BASED FINANCIAL PLANNING

With goal-based financial planning, our advisors help clients prioritize their financial goals and determine the optimal plan to fund them. They will collect and organize your financial data, help you create a statement of your financial position with a balance sheet, evaluate your assets and provide allocation recommendations, and evaluate and assess your financial goals. Our goal-based financial planning services also provide you with retirement funding analysis, education funding analysis, and term life insurance assessment.



COMPREHENSIVE FINANCIAL PLANNING

Our comprehensive financial planning services comes with all items included in Goal-Based Financial Planning package PLUS:

  • Comprehensive cash flow analysis and financial decision modeling
  • Creation of personal financial website
  • Comprehensive insurance review and analysis
  • Financial plan stress test

BASIC TAX PREPARATION & FILING

When you utilize our tax preparation services, you can rest assured knowing that we have the knowledge and experience to guide you.

Our knowledgeable tax advisor will not only guide you through every step of the process, but you will also be provided with e-filing services and same day filing services, and help in preparing your state and federal tax returns.

  • 1040, 1040EZ, 1040x
  • Schedule A, C, & D

Get started on planning for your future.

Get Started With An Advisor Today

DISCLAIMER: Diversification or asset allocation do not guarantee a profit or protect against a loss.

DISCLOSURE: Advisory services offered through Legend Advisory or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com Krellwitz, Kurimoto & Associates and the above-referenced firms are independent and non-affiliated. Tax, legal or Social Security services are not offered through, or supervised by The Lincoln Investment Companies. Each office of Legend Advisory or Lincoln Investment has its own fee schedule. Therefore, the cost for similar services by another office may be higher or lower than the fee schedule shown here. Fees may also vary with complexity of the case or the scope of the services provided. If you choose to implement your financial plan through us, the Financial Advisor will act as agent for the broker-dealer, Lincoln Investment and/or agent for any insurance company with whom the Financial Advisor may affiliate. Security recommendations will be limited to products offered by the broker-dealer. Although you always have the ability to purchase security products through other brokers or dealers, the fee schedule for our services has been structured with the understanding that our clients will implement financial product recommendation through our firm. 3/18.

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