Kory’s practice focuses on multi-generational wealth management and provides financial planning to professionals, business owners and individuals. His background and experience has allowed him to help implement and communicate strategies in wealth accumulation, tax reduction strategies using qualified retirement plans and to help provide risk management profiles.
Areas of experience for both Kory & his partners would include the following:
Corporate Retirement Planning
- ESOP
- 401(k)
- Defined Benefit Pension Plans
- Deferred Compensation
- Profit Sharing
- Charitable Giving Strategies
- Estate Conservation Strategies
- Education Funding Strategies
- Fee Based Wealth Management
- Pension Transfers/Rollovers
- Financial Planning
- IRA Consolidation/Rollovers
- Annuities
- Life Insurance
- Long Term Care Insurance
- Mortgage Protection (funded by life insurance and disability income insurance)
- Lump Sum Pension Distribution
- Mutual Funds, ETF’s and Stocks
- Tax Sheltered Annuities, 403 (b) Plans
- Group Benefits
- Income generating strategies
- CD alternatives
- Individual Bonds
- Brokerage CD’s
- SPIA’s
- REIT’s
- Alternative Investments
Organizations Kory participates in or has supported in the past would include:
- The Chandler Compadres, active member and past Board Member
- Boys & Girls Clubs of the East Valley
- Future Farmers of America
- Easter Seals of Arizona, past Chairman
- Arizona Brain Food
Kory & his wife, Pam have resided in Chandler since 1993 with their two children, Kody & Mackenzie. Both Kory and Pam are actively involved in various organizations in Chandler. In his spare time he enjoys Cycling (both mountain and road), Skiing and Golf.