Business Details
Your Trusted Financial Partner in Virginia Beach
Kenneth Porter has dedicated itself to providing comprehensive financial guidance to pre-retirees, retirees, and business owners. Our approach focuses on protecting, building, and enjoying wealth through personalized strategies that address individual financial concerns. With a commitment to community and client relationships, we help clients navigate complex financial landscapes using the KP121 Rule and a 360-degree financial model. Our team integrates macro-strategic planning and verifiable financial models to instill confidence at every stage of the financial journey. Backed by Foundations Investment Advisors, LLC, an SEC-registered investment adviser, we ensure compliance and professionalism in all services.We emphasize transparency, client education, and tailored solutions to help clients achieve their retirement goals. Our expertise spans asset protection, insurance strategies, retirement income planning, and estate planning. Through KPConnect, we offer accessible educational resources including webinars and one-on-one consultations. Our decades of experience in financial advisory services position us as trusted partners in long-term financial security. We prioritize client needs over Wall Street interests, focusing on sustainable wealth management solutions.
Services
Asset Protection
Retirement Income Strategies
Medicare Supplements
Estate Planning
Business Owner Consulting
Highlights and features
- We offer decades of experience in financial advisory services.
- Our team uses a 360-degree financial model for comprehensive planning.
- We are SEC-registered investment advisers ensuring regulatory compliance.
- We provide accessible financial education through KPConnect resources.
- Our client-centric approach prioritizes personalized retirement strategies.
Associations and certifications
- SEC
What people say
Personalized retirement strategies
Comprehensive planning
Knowledgeable team
Accessible education resources
Services
Asset Protection
Our asset protection strategies help clients preserve wealth through insurance and legal frameworks. We focus on minimizing risks from market volatility and unexpected liabilities. Services include life insurance strategies and estate planning to secure financial legacies.
Retirement Income Planning
We develop customized retirement income plans using tax-efficient strategies and annuities. Our approach ensures sustainable cash flow during retirement while adapting to changing economic conditions. Services include IRA rollovers and Social Security optimization.
Business Owner Consulting
Tailored financial solutions for business owners covering succession planning and profit maximization. We address unique challenges like tax deferral and employee benefits. Services integrate with personal wealth management goals for holistic planning.
Estate Planning
Our estate planning services ensure efficient wealth transfer through trusts and legal documentation. We coordinate with legal professionals to minimize estate taxes. Services include will creation and beneficiary designation strategies.
KPConnect Education
KPConnect provides educational resources including webinars and one-on-one sessions. We cover retirement readiness, insurance options, and market trends. Resources aim to empower clients with actionable financial knowledge for informed decision-making.
People
Cody Hines
Operations Manager
Cody Hines oversees daily operations and ensures smooth delivery of financial services. With a focus on process efficiency, he supports client service teams in implementing strategic plans while maintaining compliance standards.
Sarah Miller
Client Services
Sarah Miller provides personalized support to clients throughout their financial journey. She coordinates consultations and educational resources, ensuring clients receive timely information to make informed decisions about retirement planning.
Amber Porter
Client Services
Amber Porter assists clients with insurance strategies and retirement account management. She specializes in explaining complex financial concepts through KPConnect educational programs, helping clients understand their wealth-building options.
Questions
What financial planning services do you offer?
We provide asset protection, retirement income planning, estate planning, business owner consulting, and Medicare supplement strategies tailored to individual needs.
How does the KP121 Rule work?
The KP121 Rule helps determine appropriate investment risk levels based on life expectancy, adjusting traditional age-based guidelines for modern longevity trends.
Are you SEC-registered investment advisers?
Yes, our investment advisory services operate through Foundations Investment Advisors, LLC, an SEC-registered firm ensuring regulatory compliance and professional standards.
How can I access financial education resources?
Through KPConnect, clients access webinars, one-on-one sessions, and events covering retirement planning, insurance options, and market trends affecting wealth management.
What areas do you serve?
While based in Virginia Beach, we serve clients nationwide through virtual consultations and digital financial planning tools for comprehensive service accessibility.
Reviews (4)
John Buyers
Jan 26, 2021
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Kenny Porter and his team provide outstanding service! For the last five years, they have analyzed my economic portfolio and created a plan to make the most of my retirement goals. Kenny carefully determined my risk level and the lifestyle requirements I desired in my retirement. After he and his team put together the plan, he presented it to my wife and me in terms we could understand and answered all our questions. We never felt rushed or pressured into buying any products he was offering.
Kenny and his team are extremely nice and have worked diligently to answer questions that have come up
Kenny and his team are extremely nice and have worked diligently to answer questions that have come up
Gerry Miller
Dec 16, 2020
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In 2016 Kenny and his team helped my wife and me navigate social security and retirement planning with no pressure to make hasty financial choices. During the annual review sessions, Kenny continues to answer questions in terms we can understand, to take our risk tolerance and values into consideration, and to keep our best interests in mind. We highly recommend Kenneth Porter and his team for financial planning.
Kathy Strouse
Sep 18, 2020
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In 2016 I was wondering if I could actually retire. I could not really determine on my own if I could make it. "Kenny" helped me structure my finances so that I could comfortably retire. He helped me through a financial strategy that I would have not have been able to plot on my own. Retirement is fabulous. Thank you Kenneth Porter and Company.
William Tucker
Aug 08, 2020
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Positive:Professionalism,Quality,Responsiveness
Met with Kenny and his team and we laid out a plan to retire earlier than expected with tax free savings, funds for down markets. There was never any pressure to buy a particular product, he listened and he came up with a plan that was best for my wife and I.
Met with Kenny and his team and we laid out a plan to retire earlier than expected with tax free savings, funds for down markets. There was never any pressure to buy a particular product, he listened and he came up with a plan that was best for my wife and I.
