Services

Personalized Financial Strategies for Peace of Mind

Your Financial Journey, Our Passion

The Things We Love To Help Our Clients With

At Kiker Wealth Management, we love getting out of bed in the morning to help clients with the following areas.

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Retirement Planning

We love going deep into retirement planning because we know what a difference it makes in your life. But we don’t just give you a number to save for. We thoroughly stress test every aspect of your retirement plan to anticipate and address potential weaknesses, while maximizing your savings beyond your needs.

Asset Management

What do you want to achieve? What do you have to work with? What do you need to bridge the gap? Finding the answers to each of those questions is the core of how we approach asset management at Kiker Wealth Management.

Estate Planning

Our goal is to provide certainty to each client. Our strategy is to protect your estate from all the possible “what ifs” out there —including both government intervention and family issues — so you never need lose a second of sleep over the future.

Our Process

The Strong Focus on Personal Finance Safety

It all starts with a meeting where we dive into your current situation, what risks you’re comfortable with, and what you want for retirement.

Then, we’ll look closely at what you need, share some solid advice, and help put together a plan to get you where you want to go.

Life is unpredictable, so your financial plan should be, too! We keep an eye on market changes and always suggest new strategies to help protect you against risks.

We believe in teaching you about your finances and what steps you need to take to secure your future. Sometimes that means telling you tough truths—not just what you want to hear. During our planning process, we use a cool tool called clearPATH. It’s a retirement planning software that really helps us get a better picture of your goals and needs. Curious to find out more about clearPATH? Check out the video below!

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