(k)RPG utilizes a comprehensive process that focuses on all facets of your financial affairs to create a course of action. This process was developed to help grow, preserve, and distribute wealth throughout your lifetime.Learn More
Retirement Plan Services
(k)RPG Advisors provides Plan Sponsors and Trustees the knowledge, experience and the resources required to develop and maintain a successful retirement plan that meets their fiduciary responsibilities. Our consulting process is differentiated by five key elements:Learn More
Various financial consulting services are available on a per hour fee basis. Please contact us for additional information.Contact Us
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Information vs. instinct. Are your choices based on evidence of emotion?
There are benefits and limitations when you decide to donate stock.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
This calculator will help determine whether you should invest funds or pay down debt.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to compare the future value of investments with different tax consequences.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
With alternative investments, it’s critical to sort through the complexity.
How will you weather the ups and downs of the business cycle?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here’s a quick guide to checking to see if you have unclaimed money.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Make your retirement as exciting as your next vacation.