Finding the Right Plan for You
At Kammeraad Financial Group we believe that every person and situation is unique, and that means you need a plan that is customized to you.
Foundational Strategies
Designed for clients who want insurance or investment services and do not want to engage in ongoing financial planning. Things we look at: insurance analysis and strategy, investment analysis and strategy.
Ongoing Financial Planning
Designed for clients who want an ongoing financial planning relationship that looks at their whole financial situation. Things we look at: financial review and understanding, holistic financial planning including investments, retirement, income tax, protection, and more.
High Complexity Ongoing Financial Planning
Designed for clients who have complex planning needs requiring multiple professionals. Includes all of the ongoing financial planning plus: advanced planning, executive planning, coordination with outside professionals, and more.
Other Individual + Family Services
While we strongly recommend one of the above packages for the best results, we do offer individual services as well. This includes: money management, protection, and investment.
Business Services
Our business services are designed around letting you do what you do best: run your business. Let us help you strengthen and protect your business and the people who help make it successful.
