We Work With Couples & Families Who...

Want a clear plan for major milestones like buying a home, saving for retirement, or saving for college funds.

Does this sound like you?

We’ve been helping couples & families plan & grow their wealth for more than 20 years

Build a plan that grows with you as a couple and family

As a couple or family, financial planning is about making sure everyone is on the same page and prepared for what’s ahead. For new couples, we start with the basics: creating a joint budget, setting savings goals, and tackling any existing debt. If you’re planning for children, we help you estimate costs like childcare, education savings, and life insurance needs, ensuring you’re financially ready. No matter where you are in your journey, we create a plan that adapts to your needs, helping you feel confident about your finances and your family’s future.

Prepare for life's big moments together

Life is constantly changing, and so are your financial needs. Whether you’re buying your first home, saving for your child’s education, or preparing for retirement, we’ll adjust your plan as your priorities evolve. For growing families, this might mean shifting from covering daycare costs to starting a college fund. As retirement approaches, it could mean transitioning from saving to creating a plan for sustainable income. Whatever stage you’re in, we adapt your financial strategy to meet life’s milestones, helping you stay confident and prepared for what’s next.

Protect your family's legacy with balanced investments

A strong investment plan does more than grow your money—it secures your family’s future. We focus on creating a balanced approach that preserves what you’ve built while positioning your portfolio for growth. Whether you’re building a college fund, preparing for retirement, or planning to pass wealth to the next generation, we’ll align your investments with your goals. With ongoing management and regular updates, we ensure your legacy remains protected and ready to support the next chapter of your family’s journey.

Don't just take our word for it!

Life doesn’t wait, and neither should your financial plan

At KB Financial Advisors, we help you make smarter financial choices for your family’s future. From navigating major milestones to building long-term security, we’ll help you stay in control. Schedule a call today to see how we can help.