Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Retirement - Let's Make a Plan
The Kingston Retirement Group, along with Janney's Financial Planning professionals, can create a plan to project a target income goal. Taking into consideration your monthly and annual expenses, current and future income sources and current market conditions, we make recommendations that are aligned with your personal goals for retirement.
Retirement Planning
If you live to be 100 years old, or even 90, will your money last as long? That is an important question for retirees and near-retirees to ask themselves. Some may wonder, with all of the items to consider, if it can even be answered.
Alphabet Soup
If you are confused by the ‘Alphabet Soup’ of financial designations, you're definitely not alone. Here we will give you a brief explanation of the education and areas of study that each of our designations involves, both initially and ongoing.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Up Next: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like? Let’s find out!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 14, 2023
5 Common Investment Tax Filing Errors
As you file for your 2022 taxes, keep in mind the more common tax filing errors highlighted in this article, along with things you can do to avoid them.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
2020 Economic Outlook: Four Important Considerations
2019 was a year of positive economic growth in the US that translated into substantial market gain in the Dow, Nasdaq and the S&P 500. What about 2020?
Kingston Retirement Group in the News
Check out these articles, submitted by Peter Shelp, Susan Whitesell and Adam Shelp that have been featured in local publications such as The Business Journal
What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.