Kilmer & Company located in Dripping Springs, Texas was established in 1996 to help provide investment advice to clients of all ages.
Prior to your retirement, we can help optimize any employer sponsor plans in which you participate1 by reviewing plan details with you and providing our outlook on current market conditions. As your financial advisor, we can also invest retirement accounts you personally sponsor2 to enhance your long term financial goals.
After retirement, we continue to assist you through the transfer of qualified employer sponsored plans3 into Individual Retirement Accounts. We then work hand in hand with you to manage your retirement assets. Our goal is to perpetuate the value of your hard earned assets into the hands of your beneficiaries.
As registered brokers and Investment Advisor Representatives of United Planners Financial Services, our office receives fees and/or commissions as compensation for the services we provide to our clients.
We look forward to serving you!
1Examples of employer sponsored retirement plans include 401(k) plans, 403(b) plans, Simple IRA plans, pension plans, profit-sharing plans, deferred compensation plans, executive bonus plans, etc.
2Examples of personally sponsored retirement plans include Individual accounts, Community Property accounts, Trust accounts, 529 Plans, etc.
3Examples of qualified employer sponsored retirement plans include 401(k) plans, 403(b) plans, Simple IRA plans, pension plans, etc.