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.
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.
To review the Kiker Wealth Management Form CRS, please follow this link: Kiker Wealth Management – Form CRS March 2024
Our Process
The Strong Focus on Personal Finance Safety
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!