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How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

Private Equity

Opportunity Zone Funds

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

    Financial Planning

    Retirement Plans

    Tax Plans

    401(k) Planning

    403(b) Planning

    College Plans

    Estate Plans

    Profit Sharing Plans

    Consulting Services

    Investment Advisory

    Charitable Planning

    Insurance

    Disability Income Insurance

    Life Insurance

    Long-Term-Care Insurance

    Accident and Health Insurance

    Property Insurance

    Casualty Insurance

    Fixed Annuities

    Fixed Indexed Annuities

    Key Person Insurance

    Download Our Tax Reform Ebook!

    There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

    For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

    steven@kstreetcapitalpartners.com  |  650-460-4640