10 Questions You Should Ask Your Advisor

10 Questions You Should Ask Your Advisor

By Jason Epps, CFP®, CRPC®  It’s pretty rare these days to hear anyone complain about a lack of options. Whether it’s selecting a restaurant or finding a doctor, the multitude of choices can feel overwhelming. When it comes to choosing a financial advisor, the...

read more
Meet Our New Team Members

Meet Our New Team Members

By John Fennig, CFP®, CPA KFA Private Wealth Group is growing! We are pleased to announce the newest additions to our team! As an independent financial services firm, we always strive to offer robust comprehensive service and focused, personal attention. Our goal is...

read more
What You Need to Know About Equity Compensation

What You Need to Know About Equity Compensation

By Jason Epps, CFP®, CRPC®  There’s a reason your employer offers you a benefits package; it’s an incentive for you to stay with the company and a reward for your hard work and loyalty. Additionally, if your employer can align your financial well-being with that...

read more
3 Clients We’ve Helped: Could We Help You Next?

3 Clients We’ve Helped: Could We Help You Next?

At KFA Private Wealth Group, our greatest motivator is to help our clients succeed by deciphering the complex financial challenges that are holding them back. Below, I describe 3 different success stories from clients who needed our help maximizing the opportunities...

read more
What You Need To Know About Real Estate Taxation

What You Need To Know About Real Estate Taxation

By Jason Epps, CFP®, CRPC® If you have decided to take the plunge into rental real estate properties, then you probably know how great a resource real estate is as a wealth-building tool. While not an altogether passive form of income, if they are managed well,...

read more