Our Services
Worried That Your Financial Strategy Is Missing Something?
KuhnDillonUmbaugh, LLC is not our 'typical' accounting firm. Our Accountants & Financial Advisors have the experience helping clients achieve their financial goals. We believe in providing you with 'The Service You Deserve'. We can also assist you with a new business start-up and our financial services department can help you plan for tomorrow. Just know that we will be your partner from the beginning!
Insurance & Annuities
A comprehensive financial strategy is often benefited by the inclusion of protection offered by life insurance and annuities. Life insurance can be used to protect loved ones in the event of your passing or be utilized as part of estate planning tool to efficiently create a legacy for future generations. Annuities may provide tax deferral and living or death benefits, depending on the needs of the investor. KuhnDillonUmbaugh works with multiple insurance carriers to find insurance and annuity products that are the most suitable for your individual application.
Investment Advisory Services
Our Wealth Management team will guide you through each step of the investment process. We will help identify your financial goals, assess your tolerance for risk and provide asset allocation and investment management based on these results. The advisory process includes monitoring your investments and making adjustments as needed based on economic conditions and the evolution of your personal financial goals.
Retirement Income Planning
Twenty or thirty years ago retirement planing was a much more straight forward process. Back then more people had the luxury of guaranteed income through workplace pensions, and Social Security made up nearly 2/3 of their retirement income. Today planning for retirement is a complex issue. When is the right time to retire? How much money will you need in retirement? How will inflation impact your finances down the road? What is the best age to start Social Security? How much of an impact will stock market volatility have on your retirement? How long will your nest egg last? How much a legacy will you be able leave for heirs and loved ones? These are questions KuhnDillonUmbaugh LLC can help you answer as part of our retirement income planning service.