Broker Check

Products & Services

Our wealth management services include:

  • Managed money accounts
  • Financial planning
  • Variable annuities
  • Life insurance
  • Long term care insurance
  • Mutual funds
  • Exchange traded funds
  • College savings plans
  • Rollover from 401(k) plans
  • Roth IRAs
  • Fixed annuities
  • Disability insurance
  • Immediate annuities
  • Setting up retirement plans
  • Group term life insurance

Please download our firm profile here: KPM Wealth Advisors Firm Profile