Kappan Financial provides individuals and families with innovative, cutting-edge products and services to help them manage, protect, and conserve their wealth through all stages in life. Taking into account your needs, goals, and tolerance for risk, we will work with you to bring clarity to what you want to achieve and how to get there. Some of our key services are detailed below.
- 401(k) and IRA Rollovers
- New 403(b) Account
- Estate Planning
- Asset Protection
- Charitable Planning
- Disability and Extended Care Needs