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Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.
Financial planning is offered through LPL Financial, a registered investment advisor.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner,
which it awards to individuals who successfully complete initial and ongoing certification requirements.
Redlands, CA & Port Townsend, WA
(909) 793-
(800) 947-
(360) 379-
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Your retirement goal may be as simple as having more time for hobbies, writing that great American novel, reading, or time with the grandchildren. Or, you may wish for world travel and adventures that were unavailable to you while working. The time to volunteer may hold an important place in your plans. Whatever your goals are, they become our goals for you at KB Wealth Planning Group. We listen! We plan! We execute! And, then we monitor, so that your goals have the best chance of materializing into the retirement dreams you’ve always planned for.
Welcome from Keith Buchanan, Founder and Principal of KB Wealth Planning Group
- Retirement Planning
- IRA Plans
- 401(k), 403(b), 457 Rollovers
- 529 & Educational IRAs
- Social Security Maximization
- Managed Asset Plans
- Indexed & Variable Annuities
- Long-
Term Care - Disability Insurance
- Portfolio Analysis
- Estate Planning
- Life Insurance
