K Street Financial Group

About K Street Financial Group

K Street Financial Group is a boutique financial planning practice based in Washington, DC. Our team strives to deliver comprehensive and unbiased guidance to our clients via a process that is goals focused and planning driven. Our goal is to help our clients uncover what is most important to them and then empower them to achieve their goals with a customized planning roadmap. As a boutique firm, we have a lot of flexibility regarding the manner in which we can engage with existing and potential clients: a solution based planning engagement where we help an individual or company implement a specific planning strategy, a more comprehensive fee-for-service engagement where the holistic discussion around goals, gaps and recommendations are independent from implementation or a combination approach that incorporates holistic planning with strategic implementation.

 

         Our Core Planning Tenets

We offer customized planning to help individuals and business owners navigate their various and often competing financial affairs at all stages via a consultative fee-based or tactical planning engagement.

  Effective Micro/Macro Cash Flow Management: Understand what dollars are going where and why to help create a healthy balance between savings and consumption.

  Efficient Total Asset Allocation: Strategically accumulate assets on your balance sheets with different risk profiles and tax considerations.

  Managing Uncertainty: Mitigate risk that would otherwise derail a well-funded financial plan. Develop a plan to efficiently transfer the right assets, to the right people or causes, in the right way, at the right time. 

  Tax Efficient Strategies: Implement strategic tax optimization techniques both leading up to and during retirement.

 

                                                Our Investment Philosophy

When you have an investment account with us, we'll meet one-on-one to design a plan that will work the hardest for you. Some investment highlights:                                                                                       

-             Navigate the complexities of investing and create tax efficiencies

-             Determine a diversification strategy using an asset allocation analysis

-             Utilize an institutional approach to security selection

-             Rebalance the portfolio systematically to remove emotion from                            decision making                    

-             Design customized strategies to manage your wealth

 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck