Question 1

What is Kolb Financial & Insurance Services?

Accepted Answer

Kolb Financial & Insurance Services is a company that specializes in financial and insurance services, helping clients with tax strategies, new generation retirement planning, and legacy planning.

Question 2

What services does Kolb Financial & Insurance Services offer?

Accepted Answer

Kolb Financial & Insurance Services offers a range of services, including tax strategies, new generation retirement planning, legacy planning, and property/casualty insurance. They aim to help clients reduce tax liabilities and increase their wealth through proven strategies.

Question 3

What is the Generational Vault?

Accepted Answer

The Generational Vault is a secure online safety deposit box provided by Kolb Financial & Insurance Services. It's a convenient way for clients to store their financial and legal documents, creating a legacy for their loved ones.

Question 4

How does Kolb Financial & Insurance Services approach retirement planning?

Accepted Answer

Kolb Financial & Insurance Services takes a holistic approach to retirement planning, utilizing a five-step system called the New Generation Retirement. This system helps clients customize their retirement plan to maximize tax credits and deductions.

Question 5

What is Kolb Financial & Insurance Services' philosophy?

Accepted Answer

Kolb Financial & Insurance Services believes in challenging traditional financial methodologies and providing thought-provoking, proven strategies to help their clients increase their wealth. They aim to reduce tax liabilities and preserve today's assets to prosper tomorrow.

Kolb Financial & Insurance Services

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Frequently Asked Questions about Kolb Financial & Insurance Services

What is Kolb Financial & Insurance Services?

What services does Kolb Financial & Insurance Services offer?

What is the Generational Vault?

How does Kolb Financial & Insurance Services approach retirement planning?

What is Kolb Financial & Insurance Services' philosophy?

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