Building Better Retirements
One Client at a Time.
Get Started In
3 Easy Steps
1. Discover
Schedule a meeting to sit down with Kay Financial Group advisor and discover what your ideal retirement looks like.
2. Evaluate
Using the Kay Financial Group process, we’ll examine your current financial situation and determine your retirement needs.
3. Plan
Receive a custom strategy to help you reach your unique retirement goals.
At Kay Financial Group, our sole focus is YOU.
We’re committed to helping people like yourself work toward the retirement you want. We do this by providing guidance to help you develop an overall retirement income strategy and offering a variety of insurance and investment products to help pursue the objectives of that strategy.
After having spent the majority of my professional life in engineering and construction, I embarked on a career transfer into the financial services industry. With over 15 years experience in the financial and real estate fields, Mr. Kay has experienced many economic and financial cycles that resulted in 50% losses as seen in the Great Recession of 2008-2009. We believe in providing clients with low risk (safe money management).
