Kenneth A. Moraif, CFP®
Financial Adviser*
Welcome to my Web Site!
On this web site you will find lots of information to help you achieve your financial goals. I offer 2 complimentary meetings at no charge or obligation. At the first meeting, I would like to get an idea of your current situation and your goals. At the second meeting, I will make recommendations to you. At the end of the second meeting, if you decide to work with me that's great, and, if you don't, that is fine too and we will part friends.
Please call my office today to schedule an appointment.
Click above on "Research Articles" to view more information on the following topics:
Estates & Trusts:
Estate Planning, Living Trusts, Charitable Gifts, Gifting Strategies, Charitable Gifts, Family Limited Partnerships, Property Ownership.
Retirement:
Planning Options, Keogh Plans, SEP Plans, Traditional IRAs, 401(k) Plans.
Tax Planning:
Mutual Fund Profits, Exchanging Insurance Policies.
Investing:
Mutual Funds vs. Stocks, Variable Annuities, Managed Investments,
Cash Management:
Cash Management Basics, Managing Cash, Smart Financing Ideas, College Financial Aid.
Risk Management:
Variable Life Insurance, Maximizing Insurance Benefits, Insuring Your Future, Medicare Coverage.
As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.
Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.
Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.
