Find Financial Harmony with Ken Graci
Ken is a fee-based financial planner who believes in creating a financial plan that is simple and can help you identify your goals. He helps you evaluate your resources, determine your needs and analyze your objectives - coordinating your finances to help in achieving long-term goals.
Many people invest their assets without knowing the probabilities for a successful retirement. They lack the knowledge of time-tested formulas available to assess investments for long-term goals.
Ken Graci can help you invest your hard-earned savings around a specially customized plan, one that is built around your goals and needs. He specializes in helping you hit all the right notes for retirement planning goals. His services include:
Wealth Management
Ken's conservative and time-tested approach to money management helps you invest confidently - and according to your risk tolerance. He's experienced in:
1. Retirement Planning
- Retirement needs analysis
- Retirement capital analysis
- Retirement investment analysis - Current rates of return compared to needed rates of return - Independent analysis of investments
- Monte Carlo simulation
- Stock option analysis
2. College Financial Aid Analysis
- Calculate the Expected Family Contribution
- Effects of paying for college on parent's retirement
- Financial aid strategies
- College savings needed and savings strategies
3. Insurance Analysis
- Life Insurance survivor needs
- Disability Insurance analysis
- Long Term Care analysis
4. Estate Planning
- Estate taxes
- Estate tax illustration
5. Net Worth Statement
For more information on the products and services Ken provides, give him a call or e-mail him today.

Our business is built on a foundation of thoughtful client relationships. Ken listens and works one-to-one with you, so you feel comfortable.