Investments & Financial Services
What you do in the present has an impact on your future. What are you doing now to set yourself up for future financial success? At Kingsburg Insurance Agency we don’t just provide you with insurance protection, we help you plan for the future you want with investment and financial services. Whether you’re saving for your child’s continued education, creating a family budget, or planning retirement, we help you create the future you’ve always wanted, no matter what your current financial situation may look like.
At Kingsburg Insurance Agency we are a local family-owned and operated business that’s dedicated to helping you prepare for the future through insurance coverage and financial & investment services. Established in 1948, we have over seven decades of experience offering Kingsburg, CA, and the surrounding areas unparalleled professional service. Contact us today to start planning for your future!
Financial & Investment Services Offered
We provide a range of investment & financial services that help you set yourself up for future financial peace:
Retirement Planning
Our financial professionals work with you to create comprehensive retirement plans that help you achieve financial independence in your golden years through savings, investments, and distribution of funds.
College/Educational Planning
We enable you to provide yourself and/or your loved ones with educational opportunities through college/educational planning.
Family Budgeting
As a family-owned business ourselves, we understand the importance of family budgeting, which is why we work with you to create an in-depth financial plan that ensures the financial security of your family unit.
Mutual Funds
From stocks, to bonds, and everything in between, we present you with mutual fund options that help you plan for your financial future.
Our Process
Our financial professionals get to know you and your finances personally to create budgets that ensure your current and future financial wellness. By seeking to understand your unique wants, needs, and desires, we work with you to plan for the future you’ve always wanted, no matter what stage of life you are currently in.
- In-Depth Analysis – We get to know you personally through an in-depth analysis that enables us to understand your unique financial objectives.
- Professional Recommendations – Our financial professionals educate you on various courses of action, enabling you to make informed decisions that help you plan for future financial wellness.
- Securing Products/Services – Once professional recommendations have been made, and you feel comfortable with a course of action, we work with you to procure the products/services needed to safeguard your financial future.
- Financial Reviews – We continue to work with you over time through financial reviews that ensure that the implemented strategies are still meeting your needs.
