Kory’s practice specializes in 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 secure risk management profiles.
Areas of expertise for both Kory & his partners would include the following:
Corporate Retirement Planning
- Charitable Giving Strategies
- Estate Conservation Strategies
- Education Funding Strategies
- Fee Based Wealth Management
- Pension Transfers/Rollovers
- Financial Planning
- IRA Consolidation/Rollovers
- 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
Organizations Kory participates in or has supported in the past would include:
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.
To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.
Securities and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Insurance offered through Progressive Financial Concepts and is not affiliated with SagePoint Financial.SagePoint Financial does not offer tax or legal advice. All listed entities are unaffiliated. This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY, DC. No offers may be made or accepted from any resident outside the specific states referenced.