KCG helps you plan and invest for the impact you desire; for you personally, your family, select charities, or global causes. Your impact can be a legacy for and influence on many generations to come!
KCG delivers on an exceptional value proposition, providing meaningful guidance and concierge wealth management services that include practical financial planning and goals-based investment strategies.
Our modern, real-world solutions are based upon collaborative, attainable targets over time, and our implementation process leverages both technical and human resources.
KCG's offices are equipped with the technology necessary to provide sophisticated planning, security, and compliance. Registered in Georgia, South Carolina, and Michigan, KCG currently serves satisfied Clients in 12 states and Costa Rica. Senior Advisor, Kimberly Good, and KCG have established, synergistic relationships with legal, accounting, trust administration, life care advocacy, and specialized investment professionals who are always available to assist in the implementation of your plan. We can work with your current advisors to expand your existing team or help to fill any advisory needs at your discretion.
Client Support Specialist, Christina Martinez-Harrison supervises office staff, managing the delivery of superior, personalized service for each valued Clients. Christina has an impressive work history including Registered Broker, Sales Consultant, Advisory Consultant, and Systems Administrator. She sets a pleasant, friendly mood for the office and is a talented problem-solver.
We believe that it is our responsibility to positively influence all with whom we come into contact, through service, and by example. As our Clients prosper, we prosper, our families and friends prosper, and in turn, our community prospers!
|Firm Start Year:||2020|
|States Licensed in:||GA, SC, MI|
|Number of Years with Current Firm:||11|
|I work with the following types of clients:||Non-Profit Organizations, Businesses, Individual Investors|
|Advisory Services Provided:||Tax Advice and Services, Portfolio Management, Financial Planning for Individuals, Insurance Planning|
|Investment Types:||Exchange Traded Funds (ETFs), Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Alternative Investments, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Video Conference, Via Email, At your home, At my office, Via Phone, At your office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Variable Annuity|
|Advisor's Number of Clients:||40|
|Advisor's Number of Managed Clients:||38|
|Advisor's Number of Planning Clients:||40|
|Assets Managed by Advisor:||$56,000,000|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee Only|
|Minimum Portfolio Size for New Managed Accounts:||$500,000|
|Compensation Methods:||Hourly, Based on Assets|
|Fee % Based on Assets:||1.45-1.8%|
|Additional Details on Charges:||Total Assets Under Management Breakpoints reduce the fee for all AUM Up to $250,000 1.8% $251,000 to $1,000,000 1.45% $1,000,001 to $3,000,000 1.25% $3,000,001 to $5,000,000 1% $5,000,001 to $10,000,000 0.75% $10,000,000 and above Negotiable or Family office All investment management engagements include financial planning services at no additional charge.|
|Minimum Fee Charged for Managed Accounts:||$9,000|
|Minimum Fee Charged for Hourly Planning Accounts:||$2,500|
|Organization:||Telfair Academy Guild Savannah GA|
|Organization:||Savannah Newcomers Savannah GA|
|Organization:||Savannah Newcomers Savannah GA|
|Position :||Chair/Dining Club|
|Duration :||9/1/2020-Currently holding|
|Organization:||Compassion Christian Church Savannah GA|
|Position :||Volunteer Coordinator - Shut-In Ministry|
|Duration :||1/1/2019-Currently holding|
|Bachelors of Science - Education||
Bowling Green State University - Bowling Green OH
|Certified Personal Wealth Advisor - Executive Education||
Chicago Booth - School of Business
KCG's Investment Adviser Public Disclosure is available at www.adviserinfo.sec.gov. Kimberly Good is a Registered Investment Adviser, President and owner of KCG Investment Advisory Services LLC. Custody & Clearing offered through Charles Schwab & Co. Inc. For more information about how KCG Investment can help you sponsor a more successful retirement plan, to request a proposal, or for a copy of KCG's ADV 2, contact Kimberly at (912) 224-3069. Mail: PO Box 15416, Savannah GA 31416. This communication is strictly intended for individuals residing in the state(s) of GA, MI and SC. No offers may be made or accepted from any resident outside the specific states referenced.
Kimberly is a thirty-year veteran of the financial services industry, a Certified Financial Planner (CFP®), an accomplished investment expert (CIMA®), and a Certified Personal Wealth Advisor (CPWA®). Kimberly has expertise in the development of personalized financial plans; in particular, the implementation of those plans including investment management. Kimberly has experience as a Trust Officer, within the Life Insurance Industry, and was a Portfolio Manager and Investment Advisor for boutique investment advisory firms before launching KCG in 2009. In those roles, she has managed as much as $200 million in assets at any given time, providing Wealth Management and Advice for Individuals and Retirement Plans.
Financial Planning for Individuals
Kimberly works with Clients to Plan and Invest for greatest impact. Planning for life events is the most common goal investors set for themselves; Retirement is the milestone that causes most people the greatest concern. No matter how much wealth a Client has accumulated, they all worry about maintaining the standard of living they have attained for the rest of their lives and protecting it or later generations. KCG's M.A.P. strategy will put your assets to work; conserving what you'll need during the most crucial periods, while allowing your long-term holdings to grow through volatility and economic change. At the same time, Kimberly will help you establish a well-structured estate plan, including family meetings that can help heirs learn to deal constructively with each other in financial matters, make decisions as a family, retain and manage the family business, and give - thoughtfully. Proactive, regular reviews of your estate plan can avoid errors due to changes in tax law and family dynamics. Kimberly will help you quantify any gap between where you are and what you need - so you can have a comfortable level of certainty.
Kimberly will work with you to develop investment strategies - not sell you a product. As an investment fiduciary, Kimberly has access to the universe of available solutions and is not limited. She has the ability to use the product that is in YOUR best interest . Using the right products depends on clearly defining your purpose, identifying your goals along the way, and setting the proper time horizon for each.
Part of the universe of financial products must include a fiduciary review of any insurance or long term care products you own. In some circumstances, additional insurance may be the best vehicle to help you reach a goal.