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About Us. Our Team. Your Guide. Our Mission. Our Services.

Expertise

To deliver the comprehensive and sophisticated services our clients require, we employ an experienced staff of professionals. We utilize state-of-the-art design and administration systems to compliment and access our industry leading financial services.

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Investments

Our investment planning and management process is used to help you keep your future financial goals and investment objectives in focus. We use Charles Schwab & Co., one of the nation’s leading providers of financial services, as the primary custodian for our client’s assets.

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Financial Planning

Financial Planning is an ongoing process that helps you and your family take control of your financial goals. Having a financial plan allows you to be confident in making financial decisions and to stay on track to meet your goals in the future.

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Wealth Management Services, Above and Beyond Expectations

Welcome to Kingston Wealth Management Group!

We are an independent advisory firm committed to guiding you through the entirety of your financial life.  We work with a diverse group of clients from business owners, executives and professionals, to young families and retirees. We help you establish a plan for accumulation and preservation of wealth throughout a multi-decade retirement and generations beyond.

Helpful Content

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

What Is My Current Cash Flow?

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What to Look for in a Long-Term Care Policy

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

 

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

U.S. Personal Savings Rate

What can be learned from the savings rate?

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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