Our Services

We Build Plans Around
Your Life, Not a Template

Financial Planning should reflect the life you are living and the goals you wish to achieve.

We begin by taking time to understand your priorities, responsibilities, resources, and concerns. That includes more than your investments. We consider how retirement, taxes, insurance, estate planning, family needs, business interests, and other financial decisions connect to one another.

We partner with you to create a personalized plan that is easy to understand, implement and modify as needed. Our services help you navigate life's many challenges that can affect you financial future. Areas of specialization include: Retirement design, Risk analysis and management, Estate planning, Investment strategies, disability income planning Business planning, Life Insurance needs, Long-Term care.

As your life changes, your plan should change with it. We revisit your strategy over time, help you evaluate new decisions, and make adjustments so your financial plan continues to support where you are and where you want to go.

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What We Offer
Our Comprehensive Solutions

The right benefits program does more than check a box. It reflects how much a business values its people, and it gives employees the coverage they actually need when life demands it. Kilgore Cihon Advisor Group works with businesses of all sizes to build, manage, and maintain benefits solutions that hold up in practice, not just on paper.

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Our Services

Our services are provided through our affiliate locations and a network of professional partners who help us increase the scale and professionalism we can offer our clients.

We offer clients the following integrated services:

For Businesses

We help business owners make sense of the financial decisions that affect both their companies and their personal lives. Whether you are protecting the business, supporting employees, planning for growth, or preparing for a future transition, our personalized guidance focuses on your goals, responsibilities, and long-term vision.We help take the uncertainty out of planning for today and preparing for tomorrow.

For Individuals

Whether you are building wealth, approaching retirement, protecting your family, or planning your legacy, we look at the full picture of your financial life, not just your investments.

Our team provides personalized guidance shaped around your goals, priorities, and changing circumstances. By bringing the different parts of your financial life together, we help you make informed decisions and move forward with greater clarity and confidence.

Business Planning

We help coordinate the financial decisions surrounding your business, including cash flow, owner compensation, protection strategies, retirement planning, and the connection between your company and personal financial goals.

Employee Benefits

We help businesses evaluate retirement plans, insurance benefits, and other programs designed to support employees, attract talent, and strengthen long-term retention.

Succession & Risk Management

We help identify risks that could disrupt the business and develop strategies for continuity, ownership transitions, key-person protection, and the future transfer or sale of the company.

Protection & Legacy Planning

We help identify the risks that could disrupt your financial progress and consider strategies for protecting your income, family, and assets. We also coordinate with your legal and tax professionals to help align your financial plan with the legacy you hope to leave.

Comprehensive Financial Planning

We help organize and connect the major areas of your financial life, including cash flow, investments, retirement, insurance, taxes, and estate considerations. Your plan provides a practical framework for making decisions and adapting as life changes.

Retirement & Investment Planning

We help you prepare for retirement and invest with purpose. Together, we evaluate your goals, income needs, time horizon, risk tolerance, and available resources to create strategies designed to support both your current priorities and long-term plans.

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The Moments That
Bring People to Us

People turn to us to understand their options and create a plan that reflects what matters most. Financial planning often becomes most important when life changes or the path forward feels less certain.

You're approaching retirement and aren't sure your savings will last

You've recently sold a business and need a clear plan for what comes next

You want to protect what you've built and pass it on intentionally

Tax season feels more complicated than it should — and costlier

You're not confident your insurance would actually protect your family

You want to help your children financially without risking your own security

Your investments feel scattered — held at multiple places with no real strategy

A major life event has changed everything, and your plan hasn't caught up

A Clear Path Starts With the Full Picture

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Our History

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Wherever you are in your financial journey, the next step begins with a conversation. We help bring the pieces together, clarify the path ahead, and create a coordinated plan designed around what matters most to you.

Wherever you are in your financial journey, the next step begins with a conversation.

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