Our Services
Personalized financial planning designed to meet your needs
Kingdom Wealth Advisory is ready to serve you!
From small business owners and successful entrepreneurs to those in the beginning stages of financial freedom to retirees with large charitable goals, Kingdom Wealth Advisory is here to serve them all! We understand that each client’s situation is unique, which means that all of our planning services must be unique as well.
By analyzing your incomes, assets, expenditures, and goals, we will help you create a strategy that enables you to be confident about your future, achieve your goals, and leave an incredible legacy for future generations.
Financial Planning
For Indviduals
By creating a financial roadmap unique to your situation, we are ready to help you with your retirement, education, and legacy planning needs. We partner with you to develop customized, diversified, tax-efficient financial plans that will withstand time and market conditions in order to help you achieve your financial goals and leave an incredible legacy.
We will work with you to craft an estate plan that fulfills your wishes by ensuring your assets go to the people and causes that you care about instead of losing your assets to taxes.
Our Retirement Planning Services Include:
Durable Income Strategies
401(k) Rollovers
IRA Plans
Employer Sponsored Retirement Plan Participation Guidance
Our Legacy and Education Planning Services Include:
Trust Coordination
Estate/Wealth Transfer Planning
Asset Titling
Beneficiary Review
Education Planning
Insurance Planning/Risk Management
Survivorship Planning: Life Insurance
Income Protection: Disability Insurance
Asset Protection: Long Term Care Insurance
Special Needs Planning
JW Cole does not offer non-security products.
Kingdom Wealth Advisory: Weaving Your Legacy Through Your Finances
Financial Planning
For Businesses
Our team partners with you to devise a business plan that maximizes your income while protecting your future assets. Our team is equipped with the knowledge and experience to guide you through the various changes in your business—even transitions in ownership or leadership.
Our Services Include:
Business Succession/Exit Planning
Business Retirement Plan Implementation – 401(k), SEP IRA, SIMPLE Plans
Buy/Sell Agreement Funding
Key Person Insurance
Executive Bonus Plans
JW Cole does not offer non-security products.
Interested in Learning More?
Financial Planning
For Tax Purposes
We understand that taxes, or the thought of taxes, might be a looming issue for our clients. Our goal is to help lift this weight from your shoulders and equip you with the tools needed to minimize your tax burden and achieve your charitable goals.
Our Services Include:
Investment Tax Consideration Review
Qualified Retirement Plan Guidance
Charitable Gifting/Strategic Philanthropy
JW Cole does not offer non-security products.
Neither Kingdom Wealth Advisory or, JWC/JWCA are tax or legal advisors and this information should not be considered tax or legal advice. Consult with a tax and/or legal advisor for such issues.