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Kolb Financial & Insurance Services

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Company Intro



KOLB FINANCIAL
& INSURANCE SERVICES

WHY KOLB FINANCIAL?

In working with our clients, we uncover hard earned dollars that are being lost or transferred unknowingly and unnecessarily in financial markets, financial institutions and to the IRS.

We believe in reducing tax liabilities to create wealth with those recaptured dollars. We believe in challenging traditional methodologies with thought provoking and proven strategies to increase our client's wealth.

We believe in preserving today to prosper tomorrow.





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Tax Strategies

Tax Strategies


One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you owe. We recommend customizing your retirement to utilize any possible tax credits and deductions.

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New Gen Retirement

New Generation Retirement


New Generation Retirement® is a holistic approach to retirement planning consisting of a five-step system that we complete together.

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Legacy Planning

Legacy Planning


Legacy planning is one key element of any retirement strategy and helps ensure that your legacy carries on to help your loved ones and that your final wishes are respected. We can help you plan your legacy in a variety of ways based on whether you’re looking to preserve assets for future use or transfer your wealth to beneficiaries.

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Gen Vault

GENERATIONAL VAULT

Convenience for you. A legacy for your loved ones.

We understand that retirement is a journey, not a destination. That’s why we give you complimentary access to Generational Vault®, a secure online safety deposit box. It’s a perfect place to store your financial and legal information so that you can access it anytime, anywhere.

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Kolb Financial
  • 4240 Rocklin Rd, Suite 6
    Rocklin, California 95677
  • (916) 624-0769
  • robert@kolbfs.com
  • License #0F79337

Disclosure



All written content on this site is for information purposes only. Opinions expressed herein are solely those of Kolb Financial Services and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation. Insurance products and services are offered through Kolb Financial Services are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.