Financial Consultation

A consultation with a financial coach can assist you with many questions that arise after a loved one dies.ย  A financial consultant may want to review the documents listed below to help you make decisions based upon assets and outstanding debts:
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  • Bank, investment and retirement accounts
  • Mortgage and other loans
  • Inheritance, gifts and related taxes
  • Insurance policies
  • Tax returns
  • Bills โ€” including services, utilities, credit cards, and property taxes

How do I begin?
You can contact KGA the following ways:

  • Schedule a consultation using the portal below at a time convenient for you.
  • Phone: 800-648-9557
  • Email: info@kgreer.com