At KM Advisory we take a Holistic approach to your retirement planning, offering expertise in everything from Retirement Income, Tax Planning, Medicare, Portfolio Analysis, Social Security Advice, Long Term Care, Estate Planning and 401k Rollover — all under one roof. Our goal is to demonstrate how everything fits together so you can clearly envision where your retirement savings and planning will actually lead you, ensuring that you are moving in the right direction towards your dream retirement.

With Retirement comes big changes and we want those changes to be positive. Whether you want to book a cruise, golf, fish, take a cooking class, or travel the world — the freedom of choice is liberating!

Our Philosophy at KM Advisory is to ensure that your choices are boundless!

We want to get to know what’s important to you, so we can guide you through any concerns you may be having before or after retirement, and offer solutions to satisfy your needs and desires.

Just as you would go to the doctor for a check-up, a Holistic Financial Check-Up is essential to maintaining your quality of life during retirement and safeguarding unnecessary risks.

There are amazing options available in which we can educate you to quash your fears of the unknown and offer RELIEF!

  • Relief that you are going to get where you want to be
  • Relief that when you get there, you will stay there
  • Relief for the living spouse who must reclaim his or her independence
  • Relief that you have created a legacy for your family that will live on forever

No matter what obstacles come up, we want you to know that we are standing in your corner with the answers you seek.


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