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Advice You Can Trust

We’re Here For You

At Kellogg Wealth Advisors Inc., we promise to deliver:

Confidence We work exclusively with the top-rated insurance companies to provide high quality products for our clients, and, because we are not financially committed to any single company, we are free to find the right coverage at the right price to meet your needs.

Education Insurance policies can be extremely complex, offering a complicated menu of options, prices and payouts. We work closely with you every step of the way, making sure that you understand exactly what you are buying and that you are comfortable with your decisions.

Service We work around your schedule. We will meet with you in our office, your home or anywhere else convenient to you. And once we have a plan in place, we will meet with you regularly to make sure your long-term strategy continues to fit your current needs.

Leadership We work as a team with your accountant, estate planning attorney, and other advisors to ensure all of your financial objectives are covered.

Protecting Your Loved Ones

Prudent Planning Can Fill In Gaps

Wealth management means planning for a long, productive life while also preparing for the worst. Kellogg Wealth Advisors Inc. can show you how to fill critical gaps in funding your long-term financial goals, while protecting your family from life’s risks.

Estate planning. You can protect and preserve your assets while avoiding unnecessary federal estate taxes.

Long-term care. Guard against rising health care costs with insurance coverage for long-term medical needs that fits your circumstances and budget.

Income for life: Lock in investment income while deferring the payment of taxes on your investment assets using a variety of products backed by the creditworthiness of an insurance company.

Protecting your business: Shield your partners and ensure that your family won’t lose one of your largest assets with a “key-man policy” or other business protection strategies.

    

   
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Kellogg Wealth Advisors Inc. All rights reserved Fax 818.766.8178
 
   
  Email:pcriswell@kelloggwealthadvisors.com