Services

At Kolibri Financial Group, we offer comprehensive financial planning that encompasses cradle to grave estate planning, a variety of different insurance options and flexible investment tools and strategies. We specialize in asset allocation and tax modification strategies in retirement.

Many clients come to us with concerns about retirement. They are especially worried that they won’t have enough money to retire or to last the rest of their lives. Others are concerned about paying for college, managing the rising cost of health care—especially long-term care—and understanding the tax implications of their investment accounts in retirement.

Whatever your concerns, we can address them in your comprehensive financial plan, designed to prepare for the expected and the unexpected. We start by ensuring that the basics are in place, such as short-term savings, retirement planning and insurance planning, and we consider many risk factors you may face. We balance your investments appropriately to reflect possible fluctuations in the market relative to your age, career path or other factors. We check to ensure that you’re prepared with adequate life insurance, should the primary breadwinner or caregiver pass away. We face the tough questions together, and help you make decisions that provide a sense of security for now and the future.

*Unless otherwise identified, registered associates on this website are registered representatives of Lincoln Financial Securities Corp. Securities are offered to residents of TX, FL, and PA and investment advisory services are offered to residents of TX through Lincoln Financial Securities Corp., a broker/dealer (member SIPC) and a registered investment advisor. Lincoln Financial Securities Corp. and its representatives do not provide legal or tax advice. Kolibri Financial Group is not an affiliate of Lincoln Financial Securities Corp. LFS-3049339-042020