financial services

R.W. Kim & Company has a full range of financial planning services available for both individuals and businesses that include:

For Individuals

  • Financial Planning & Asset Management Strategies
  • Wealth Accumulation & Retirement Planning
  • Risk Management
  • Estate Planning & Wealth Preservation Strategies

For Businesses

  • Executive Benefit & Deferred Comp Plans
  • Employee Financial Planning & Seminars
  • Business Succession Planning
  • Employee Benefit Plans, Pension & 401(k) Implementation