Broker Check

Company Name - City, State

9711 Washingtonian Boulevard Suite 420 Gaithersburg, MD 20878

TEL.301-948-4411

The Wild West of Data Theft Supporting Local Business In a Crisis Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World

Wealth Management

(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

Consulting

Various financial consulting services are available on a per hour fee basis. Please contact us for additional information.

Contact Us

Helpful Content

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

What Smart Investors Know

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Thinking of Retiring Abroad?

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

 

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

View all articles arrow

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Emerging Market Opportunities

What are your options for investing in emerging markets?

When Markets React

When markets shift, experienced investors stick to their strategy.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

View all videos arrow