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Personal Financial Planning

To achieve your financial life goals, to be free of economic fear in the case of disability, retirement or death, or to educate your children - these are some of the purposes and goals of personal financial planning.

J. Kunickey & Company is an independent organization that does not sell mutual funds, mortgages, insurance or stocks. Using experienced planners and planning systems, J. Kunickey & Company can prepare a comprehensive personal financial plan such as a retirement plan, an insurance plan or an estate plan.

The plan is based on the financial information you provide and designed to attain your goals. We can assist in the implementation of your plan with referrals based solely on past performance to lawyers, insurance agents, valuators, stockbrokers or others as required.

Estates & Trusts

It is important to protect your family, so prepare and update your will and plan for your estate.

Estate planning is an essential component of your overall financial plan and will give you the peace of mind that your beneficiaries receive the greatest benefit possible upon your death. J. Kunickey & Company will help you protect your future generations, minimize taxes, settle your affairs, and provide long-term management of your estate.

A trust can be an effective way of ensuring property and finances are managed the way you want them to be - both while you are alive and/or upon your death. J. Kunickey & Company can provide both professional advice and administration of a long-term strategy.