Highly Personalized Services

KMG Fiduciary Partners offer a comprehensive collection of services unrestricted by specific products. As a fiduciary firm, we are not bound by any products and services of any one company, and have the flexibility to source tailored solutions for you.

Your Needs Come First.

As fiduciaries, we are obligated to put your needs first and will help guide you through a lifetime of thoughtful financial decisions designed to help you reach your personalized goals.

KMG Private Wealth

01

Wealth Accumulation

  • Financial Planning
  • Retirement cash flow needs analysis and planning
  • Building and managing the proper portfolio
  • Education funding
02

Wealth Preservation and Income Creation

  • Cash flow management
  • Tax strategies (including RMD/Non-qualified and qualified distribution planning)
  • Credit and liability management
  • Social Security, medical cost and long-term care planning
03

Wealth Transfer

  • Charitable giving
  • Business succession planning
  • Gifting strategies
  • Family dynamics and financial education for future generations

KMG Corporate

  • Investment policy statement (IPS) design
  • Investment selection
    • ERISA3(21) Fiduciary
    • ERISA3(38) Investment management upon request
  • Plan design
  • Provider search
  • Plan benchmarking
  • Fiduciary audit file assistance
  • Employee education-upon request
  • Investment monitoring and adherence to the IPS

Management Services

We have experience managing endowments, foundations and operating funds in the following capacity:

  • Risk analysis
  • Investment management
  • Performance monitoring and reporting
  • Asset allocation analysis
  • Investment policy statement design