• Covered CallsConsider this analogy: Imagine that the Covered Call strategy is much like a home rental situation. You own a certain stock (the house) for which a perspective buyer pays you a fee (like rent). The prospective buyer has the option to buy the stock at a specified time in the future at an agreed upon price that is more than what you paid for the stock originally.

    This unique strategy can be confusing. However, at Kensington Financial Group, we have safely and successfully used this strategy for 25 years.

    Click here to learn more about Covered Calls.

  • Rollover Your 401(k) to an IRAHave you have recently left a company and are not sure what to do with your 401(k)? Let us show you how investing in a Rollover IRA can increase your investment options and likely lower fees. We also can ensure and guide you through this process to make certain this is NOT a taxable event. Give us a call and see the potential upside of rolling over your 401(k).

    Click here to learn more about Rolling Over Your 401(k).

  • IRAs The difference between a Simple IRA and a Roth IRA can be confusing. It’s important to understand the advantages and disadvantages of each in order to best invest your money. We can talk to you about your circumstances and which IRA best fits your needs.

    Click here to learn more about IRAs.

  • Where to Start When Looking to InvestInvesting requires a specific investment skill set. We can offer you a full range of customized services, including comprehensive consulting, investment management, estate planning, saving solutions, borrowing considerations, education planning, all tailored to meet your unique needs. How can we do that?

    Click here to learn more about Where to Start When Looking to Invest.

  • Estate PlanningHave you thought about how an Estate Plan can help your loved ones? At Kensington Financial Group, we realize that your goal is to provide financial security for your family; not to create a burden on those you leave behind. We approach the estate planning process the same way we approach every service we offer, with you at the center.

    Click here to learn more about Estate Planning.

  • Retirement Living

    When you finally decide to retire, you will most likely want to relax physically and financially, or spend your time pursuing the things you never had time for. Whether you are still in the workforce or have retired completely, we can incorporate a plan that fits to your lifestyle.

    A specific type of retirement strategy that is particularly attractive due to its conservative nature, is Covered Call writing. Since this a strategy we specialize in, we can give you more information about just how powerful Covered Calls can be.

  • Education Payment Plans

    With a growing demand for degrees in a recovering economy, college tuition is on the rise. Regardless of whether your child is two years away from college or ten years, we can evaluate your family’s current financial situation to see what payment plan is right for your situation.