Most advisors refer you to an outside accountant and a separate estate attorney, leaving you to coordinate everything yourself. We do it differently: Income Planning Group brings retirement income planning, tax preparation, and estate planning under one roof, with in-house access to a CPA, an enrolled agent and an estate planning attorney. Your financial, tax, and legacy strategies are built to work together — not in silos.
Wealth Management Services
- Retirement Income Planning
- Social Security Planning
- Investment Advising
- IRA's (Traditional, Roth, Beneficiary)
- College Savings
- Pension & 401k rollovers and consolidation
- Brokerage Accounts
Investment and Insurance Services
- ETF's
- Individual Stocks
- CDs
- Money Markets
- Government Securities
- Mutual Funds
- Annuities
- Life Insurance
- Long Term Care Insurance
Tax Services*
Offered By Nicole Baker (Enrolled Agent)
- Individual Tax Preparation and Planning
- Small Business Tax Preparation and Planning
- Small Business Accounting Services
*These products and services are not associated with Kure Advisory, LLC and its subsidiaries. Kure Advisory, LLC does not provide tax services.
Legal Services**
- Simple and Complex Wills
- Revocable and Irrevocable Trusts
- Health Care Directives
- Power of Attorney
- Gift Planning
- Formal and Informal Estate Administration
- Trust Administration
* *Suddendorf Legal Services, LLC and Income Planning Group, LLC are unaffiliated companies. Products and services offered by Suddendorf Legal Services, LLC are not associated with Kure Advisory, LLC and its subsidiaries.
