Our Services

KGR Financial Resources is a full service financial plan consulting firm.  Our representatives offer a wide array of products and services to both individuals and business owners.  We pride ourselves on outstanding personal service and our committment to developing long-term relationships with all of our clients.  

Our services include:

  • Retirement Planning 
  • IRA, 401(k) & Pension Rollover Planning 
  • Legacy Planning   
  • Asset Preservation & Medicaid Planning Assistance  
  • Professional Money Management and Advisory Services
  • Asset Allocation & Risk Assessment
  • Portfolio Analysis  
  • 403(b) Products & Services  
  • Company 401(k) & Retirement Plan Services
  • College Funding  
  •  Life Insurance Planning  
  • Long-Term Care Insurance Planning