Kenneth Danielsen, KGD Wealth Management, Inc.

 

 

 
 

                                                                                                                                                                                                                                             Ken Danielsen holds the following registrations:  Series 6, 7, 24, 26, 63 and 66.  

He enjoys working with everyday people you pass in the food store or see at your favorite restaurants.  What do they all have in common?  They want to do business in person, face to face.  They know that utilizing the skills and knowledge of a trusted advisor does not mean giving up control of investment decisions, but rather finding potential opportunities for success!  How? Because their goals are so important.   They can benefit from his years of experience and the wisdom that comes from that experience.  

  • Tyler the electrician:   He is married, has children, and will not retire for 25 years.  He needs help with an inherited IRA from a family member, and does not want to pay unnecessary taxes.  He also has a 401(k) which he would prefer to rollover.  While the goals and objectives are different, he wants a strategy in which each account compliments the other.
  • Joe and Mary, both self employed in their 40s:  They are worried about saving for retirement and paying college tuitions.  They feel there may be limited money for both.  They need a cost-efficient strategy to help them pursue their retirement goals while staying at a moderate level of risk.  They are concerned they do not have enough time or money to accomplish their goals. 
  • Dr. Smith, the semi-retired surgeon:   Due to the demands at the hospital, he is still working.  Since he is over age 70 ½, he’s required to take his Required Minimum Distribution from his IRAs.  With a pension, social security, IRA-RMD and continued salary, he needs strategies to preserve his assets in a tax efficient manner in order to provide the income level he desires at full retirement.

 

Other Common Topics Clients Want Knowledge and Help Addressing

  • 401(k) Rollovers, IRAs and Roth IRA – Which is the right option for me?
  • Required Minimum Distribution (RMD) – How long will my money last me?
  • Wealth management or Wealth Preservation – I want to leave my family some assets.
  • Financial Planning & Investments Management – To address special family situations. 
  • Retirement Income & Distribution Planning – Structuring income for a long life span.
  • College Planning – Helping parents and grandparents save for those they love.
  • Divorce Asset Planning – Special planning to ensure spouse is organized, has a complete asset inventory and is prepared for the journey through the divorce process.