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WE CREATE THE OPTIMAL FINANCIAL  & INSURANCE PLANNING SOLUTIONS

Financial Planning for your future is MORE THAN JUST A GOOD IDEA…

It’s a responsibility, and a commitment to achieving your lifelong goals.

Services

From life insurance, living benefits and investments, we can tailor a plan that will provide you with a sound financial blueprint for your family or your business.


About

Since 1996 Kristen Financial Group has been helping clients with Integrated Planning Solutions that identify the strengths and weaknesses clients have in their financial plans.  It uses a clients own viewpoint to determine what is important and what areas are vital to focus on.  From there we are able to put a plan together that will provide a solid foundation to their planning process.


News & Events

Click here to see the latest news and events that we consider relavent to keeping you updated and interesting articles we come across.

TESTAMONIALS

Meeting John and his team provided us with ideas that offered us real hope in fulfilling our financial dreams.   He took the time to listen to our goals, help us map out a plan, and then put the plan in motion.   Keeping us on track is what helps us most with John's ongoing service and follow-up.   Keep up the good work.   Friends will be calling you soon.

Scott 

Scott

Sales Director

Thanks for a wonderful job in putting our financial futures on a clear path.  We are now able to plan the next stage of our lives knowing you have put things together for us that will take all the worry away of making sure our savings will last as long as we do.  The estate plan was genious...we never thought it would be so simple to arrange and the funding was creative at the least.   

Paul C.

Mike & Tess

Business Owner

It was a pleasure working with John and his team.  The systematic process to determine our needs was simple and easy to understand.  We now have the security of knowing our financial affairs are in order and that we will be well positioned to enjoy the retirement that we had always planned for.  A truly enjoyable experience and friendly staff.

Nick & Isabella

Nick & Isabella

Teachers

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