Kissling & Associates

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Holding Companies, Financial Services, Investment Management

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39 Years

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Map & DirectionsDirections981 Mount Jackson RdNew Castle, PA 16102 Write a ReviewWrite Review

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Phone: (724) 667-1617

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Kissling J Timothy and Company

Kissling and Associates

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Holding Companies, Financial Services, Investment Management

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Phone: (724) 667-4272

Address: 981 Mount Jackson Rd, New Castle, PA 16102

Kissling & Associates

Taxes

Tax Planning
At Kissling Financial Services, LLC we believe it is important to integrate tax planning with comprehensive financial planning. We offer a wide variety of tax preparation and planning services for individuals as well as businesses, budgeting and forecasting, life planning, business strategy development and small business solutions.
Estate Taxes
Tax Services
Roth IRA
Income Tax
Kissling Financial Services, LLC specializes in the use of various investment ideas mixed with income tax strategies and estate and insurance services to provide a comprehensive wealth plan. We believe in Asset Class Diversification which ranges from the use of stock market, real estate, oil/gas, equipment leases and collateralized notes to name a few. Many of these investments have favorable tax advantages such as depreciation, deferral and other offsets. In our opinion, no comprehensive wealth plan can be complete with only the use of investments, but must also include estate planning as well as insurance planning. We incorporate all of these aspects in the Five-Step Financial Course to form a uniquely designed plan for our clients.

Investment

Investment Management
Successful investing in the stock market requires a significant commitment of time, energy and attention. While most investors manage their investments part-time, true Portfolio Management differs from this approach. Portfolio Management in reality means hiring a team who spend their entire careers researching the markets and managing portfolios

Planning

Financial Planning
Financial planning plays an enormous role in helping individuals get the most out of their money. In addition, to establishing control in your financial future, you will also have peace of mind knowing that you and your family are on track financially.
Retirement Planning
Retirement plans play a crucial role in providing a source of income later in life. People often find that planning for retirement is difficult to do. This is why it is important that you work with a professional to ensure that the planning you do will meet the needs of you and your family. With all of the different investment options available these days, it is important that you understand how each of them will affect your ability to retire comfortably. Today is the best day for planning your retirement. We would like to help increase your understanding of the following retirement plan components...
Annuities
Long Term Care

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