Comprehensive Wealth Managers
Seize the moment, PRESERVE your future
At Kairos Wealth Group, we help individuals build a comprehensive financial plan today that is designed to preserve their future and support their loved ones for years to come.
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A Wealth Management Firm For Life’s Most Important Financial Decisions
Life changes. Families grow. Careers evolve. Markets shift. Marriage. Divorce. Relocation. Retirement. With each new phase of life comes unique financial challenges. More questions. Uncertainty.
Keep your financial plan aligned with your ever-evolving life.
Whether you are building a financial plan for the first time or need guidance updating your existing strategy, Kairos Wealth Group will guide you through every step of creating a comprehensive plan that aligns perfectly with your goals.
A plan that preserves your financial future, supports your family, and strives to ensure confidence.
What Makes Kairos Wealth Group The Right Choice?
There are many wealth management firms you could choose to work with. Is Kairos Wealth Group the right fit for your needs? Here are just a few ways in which we aim to deliver a superior client experience.
Cost
Expertise
Accessibility
Simplicity
Customization
Education
Kairos Wealth Group
Transparent pricing, flexible fee structures
Specialized in wealth management, up-to-date strategies
Virtual meetings, flexible scheduling
Streamlined processes, user-friendly approach
Personalized strategies tailored to individual goals
Client-focused education, clear explanations of financial concepts
Disclosure: All investing involves risk including loss of principal. No strategy assures success or protects against loss in a declining market. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
About Us
At Kairos Wealth Group, we understand the power of a Kairos moment—a pivotal point where decisions shape the future. In ancient Greek, "Kairos" signifies the right, critical, or opportune moment. Just as Kairos embodies seizing the right opportunity, we believe in the importance of timely and strategic financial planning. Our expertise lies in designing tailored wealth management strategies that not only seeks growth but also align with your values and long-term goals.
By focusing on comprehensive financial planning, we strive to ensure that every aspect of your financial journey reflects your vision. Whether it's building a retirement nest egg, creating investment strategies, or preparing for life’s uncertainties, we are here to guide you through each critical decision. At Kairos Wealth Group, we don’t just manage finances; we create pathways towards opportunities seeking to expand your wealth across generations. Embrace the Kairos moment with us and build a future that resonates with your dreams.
The Time To Act Is Now
Don’t wait to build or refine your financial plan. Click below to learn more about our client-focused approach.
01
Consultation
Begin your financial planning journey with a free consultation to discuss your goals, current financial situation, and long-term aspirations. This meeting helps us understand your needs and how we can best support your financial growth.
02
Strategy Meeting
Dive deeper into the specifics of your financial situation during this detailed strategy session, where we outline potential investment opportunities, retirement plans, and other wealth management strategies tailored to your objectives.
03
Plan Review
Review a draft of your customized financial plan in a follow-up meeting. This allows you to provide feedback, ask questions, and make adjustments to ensure the plan aligns with your vision for the future.
04
Implementation
We help you put your financial plan into action, guiding you through the process of setting up investment accounts, adjusting your budget, and implementing other recommended strategies, ensuring everything is in place to pursue financial success.
05
Ongoing Support
Continue to receive ongoing support through regular check-ins and annual reviews. We monitor your progress, adjust your strategy as needed, and ensure that your plan remains aligned with your changing needs and goals.
PRESERVE Your FUTURE Today
Gain clarity, outline a strategy, and create a financial plan that supports your goals. If you’re ready to take the next step, contact Kairos Wealth Group today.
Frequently Asked Questions
Creating a financial plan is essential for pursuing your long-term financial goals, whether it’s saving for retirement, purchasing a home, or building an investment portfolio. It provides a structured approach to managing your finances, and ensuring that your money is working for you. A financial plan offers confidence, knowing that your path to financial independence is clear and well-defined.
No, financial planning is valuable for individuals and families of all income levels. It’s a common misconception that only the wealthy need financial advice. In reality, a sound financial plan can benefit those with moderate income just as much, helping to maximize savings, reduce debt, and plan for significant life events. Financial planning aims to ensure that you are making the most of your income, managing risks, and preparing for future needs.
Yes, you can update your financial plan as your life circumstances change. Adjustments may be needed due to changes in your career, family situation, or financial goals. Regular reviews are crucial to ensure that your plan remains aligned with your objectives. At Kairos Wealth Group, we work closely with clients to make adjustments as needed, ensuring that their financial plan evolves with them.
Absolutely. Financial planning is beneficial for everyone, regardless of income level or assets. It helps you establish a budget, build an emergency fund, and save for important life goals. Even if you’re just starting out, a financial plan provides a roadmap for managing your money and building a solid foundation for your future.
It’s advisable to review your financial plan at least once a year or whenever you experience a major life change, such as a new job, marriage, or the birth of a child. At Kairos Wealth Group, we offer annual reviews for our clients to ensure that their financial strategies remain effective and reflect their current needs and goals.
Kairos Wealth Group specializes in a comprehensive range of wealth management services, including investment planning, retirement strategies, estate planning, insurance planning, and cash flow management. We also provide strategic advice to better position you for financial growth and long-term independence.
In the initial consultation, you can expect to discuss your financial situation, goals, and how we can help you pursue them. This session is designed to provide you with a clear understanding of our approach and outline the next steps in building a customized financial plan tailored to your needs.
For the first meeting, please bring information about your income, assets (such as real estate and investments), debts, and any existing financial plans or documents. It’s also helpful to have an idea of your short- and long-term financial goals. This information will enable us to create a plan that is suited to your unique situation.
While it’s possible to manage your own investments, doing so comes with risks. Without professional guidance, you may miss opportunities for growth or fail to diversify properly, exposing yourself to unnecessary risks. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Market volatility, tax implications, and the complexity of investment strategies can be challenging to navigate alone. At Kairos Wealth Group, we provide professional advice to help you make informed decisions seeking to maximize your investment potential.
Because of our personalized approach, financial expertise, and commitment to integrating the concept of Kairos—opportune timing—into our practice. We focus on creating financial strategies that are not only robust but also timed to align with your life’s unique circumstances, seeking to pursue growth in harmony with your vision for the future.
Disclosure: All investing involves risk including loss of principal. No strategy assures success or protects against loss in a declining market. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
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PRESERVE Your FUTURE Today
Whether you are refining an existing financial plan or building one from the ground up, now is the time to act. Contact Kairos Wealth Group today to get started.
GET STARTEDContact Kairos Wealth Group
Kairos Wealth Group is a valued and experienced wealth management firm dedicated to helping clients plan for the financial future they want and deserve. Contact us today for a consultation and to get started.
Omaha, NE
Tampa, FL
OMAHA, NE
Tampa, FL
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