Financial Planning
for high income earners.
Meet your match—your trusted person to maximize your tax savings and grow your wealth.
As your wealth grows, money gets more complicated.
Retirement, college, emergencies, debts, and future uncertainties—there’s a lot to plan for. Many wonder if they’re doing the right things. Will everything be ok? Am I making smart desicions? How do I manage money in the short term and long term?
Be prepared and relax with private wealth management. You’ll get…
Holistic planning
KFA’s guidance and investment strategy has been tremendous help in making sense of our financial goals, planning for the future and meeting our current needs.”
Tax strategies
KFA takes care of our wealth management and taxes—it’s so smooth, and they’re always finding ways to save us money.
Trusted ally
John’s like one of the family. It’s been fun looking back with him on where we began and where we are now.
Client testimonials provided in accordance with SEC marketing ruleThe testimonials on this website are from actual clients who have used KFA financial planning services. They reflect the real-life experiences and opinions of those clients only. The experiences portrayed in the testimonials are personal to those particular clients, and may not be representative of all clients. KFA has not compensated any clients for providing testimonials..
Get an expert guide for your situation.
High income has advantages and opportunities that require expert guidance.
Equity compensation
Make the most of your company stock to reach your financial goals.
Self-employed
Simplify your finances with a partner who understands your self-employed needs.
Other high income earners
Get a personalized financial plan that fits your life and your goals.
Why have your financial planning and taxes under one roof?
An all-in-one partner ensures you maximize tax savings now and in the future. Relax with confidence.
- Tax-efficient investment strategies
- Short-term cash flow and long-term planning
- All-inclusive, saving you time and avoiding costly oversights
Let's talk.
No hard sell, just lots of free ideas to answer your burning financial questions and see if we're a good fit.
Common questions include:
- How do I pull everything together to make a comprehensive plan?
- Am I missing out on any tax savings?
- How do I ensure my family is set for the future?
How Do Stock Options Impact Your Tax Liability?
By Jason Epps, CFP®, CRPC® If you’re an employee, taking time to understand your benefits package is crucial for making informed decisions about your compensation—and financial future. In addition to health insurance and retirement plans, stock options play a...
5 Strategies for Saving Taxes in Retirement
By Tricia Lepofsky, ChFC® If you find yourself dreaming about retirement, chances are high that taxes aren’t the first thing that comes to mind. But here’s a nugget of wisdom: Giving attention to your tax situation can make a big difference in your financial strategy....
Don’t Let Your Emotions Control Your Wealth
By Tricia Lepofsky, ChFC® Some of the most common financial mistakes people make are not necessarily due to the inability to manage finances. The real challenge often lies in the ability to control emotional responses to money matters. In theory, success as an...