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Profile of Tony Kendzior

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Our Services

Who Are We and Why Do We Have a Website? - Check out what we might do for you.

A Short Overview of Kendzior Financial Group, Inc.

Our Business is the Money Business - What we can do for you now!

The Future: As Seen by Tony - Looking back ten years from now...

Are We A Good Fit For You? - Selecting someone to help you and the process of finding that someone.

Five Criteria to Consider - What should you look for in an advisor.

What Are Your Expectations? - Why these are important for a positive outcome.

Insurance Ideas - What kind of insurance? How much? When?

Financed Premium Life Insurance - Use borrowed money instead of your own

Which Kind Should You Buy? - A short primer on life insurance

Why Life Insurance - The role life insurance plays in financial planning for clients

Long Term Care Insurance

Long Term Care Insurance - Assessing the Need

Why Is Long Term Care Insurance Important? - Reasons to Own a Policy

Investing Ideas - Investment Consulting, Asset Allocation, Our Philosophy, etc.

How We Would Invest Your Money - Thoughts on how your money should be invested

Investment Success - Diversify with Active Portfolio Management

Our Investment Philosophy - 10 points to think about

The Importance of Asset Allocation - A technical but simple overview

What are the next ten years likely to look like? - Tough markets require active account management

Retirement Ideas - Ideas about retirement to simplify your life

Minimum Distribution Requirements - What they are and why you should comply

Putting Your Money to Work - Do you leave it under the mattress or put it to work?

Social Security - A short overview

The Basics of Retirement - What you need to start thinking about as you get nearer to retirement

The Florida Retirement System - Understanding your choices under the Florida Retirement System

Official Web Site Information - Where to go to get the best information

Thoughts on Taxes - Issues and topics relating to taxes faced by those in retirement.

A History of the Gift Tax

Taxes: An Explanation - A quick overview of some taxes you might be called upon to pay

Estate Planning Ideas - Trusts, Insurance, Philanthropy

The Defective Irrevocable Grantor Income Trust - (DIGIT) Leveraging the Grantor Trust Rules to Increase Wealth Transfer

The Family Limited Partnership - A brief description

The IRA / Pension Rescue - Avoid income taxes on your IRA or Pension Assets

Top Ten Trusts - A short description of each

Documents, Forms and Links - Useful bits and pieces that will make your experience with us extra useful

Uniform Table for Minimum Distributions - Calculate your Minimum Required Distributions

Quarterly client letters - Review a history of what we have said to our clients

2004 2nd Quarter - April - June 2004 Summary

2005 1st Quarter - Letter to client April, 2005

2006 1st Quarter - Review of 2005 and outlook for 2006

2007 1st Quarter - Year end 2006 and outlook for 2007

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