Stewards of the Smartest Insurance & Financial Strategies

Shrewd advice and decades of experience are just the beginning.

For Employers

For Retirees

Your Goals, Our Strategies

Discover an array of services for all of your insurance & financial needs.

Employee Benefits
Health insurance, Life insurance, Dental insurance, Vision insurance, Retirement benefits or accounts, Long term disability insurance, Short term disability insurance, Virtual Medicine, Legal Insurance, Tuition reimbursement, Gym memberships or discounts, Wellness programs, Voluntary Benefits, 401k, Group Medicare Plans.
IRA Exit Strategies
Do you have an IRA that you must (eventually) take Required Minimum Distributions from but you don’t need or want the income? Let our Strategists show you your options.
Life Insurance
Life can move pretty fast sometimes. Having life insurance can ensure you and your loved ones remain protected even during life’s unexpected events.
Long Term Care Planning
Traditional long term care planning has come a long way. There are ways to protect this potential catastrophic event from impacting your financial well-being without paying insurance premiums.
401K
Looking to start a 401k for your business? Unhappy with your current fees and administration charges? Do you have a 401k from a previous employer that you don’t know what to do with? If you answered “yes” to any of those statements, you need to speak to a KMSFG strategist today.

Meet Our Strategists

Put a century of combined experience to work for you.

Helpful Content

Curated articles, videos, and more for a more insurance savvy you.

About Us

We are an independent Insurance Brokerage & Financial Firm dedicated to assisting clients with their most significant planning needs. We offer a variety of insurance & financial products paired with unbiased expertise and recommendations. As an independent firm we have the ability to truly act on behalf of our clients in choosing the best available products to meet your objectives. Our goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing that we have helped business owners, young professionals, growing families and retirees alike

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