Kurt A. Hildebrand, Mba, Mfp, Rfp Email and Phone Number

The Hildebrand Financial Group is a comprehensive financial brokerage. Our focus is to research and provide the best plans based on our clients' situations and needs. Special emphasis is given to:-Retirement and College Planning with a focus on Wealth Accumulation.-Appropriate levels and types of insurance focusing on Life, Disability, Long Term Care and Health insurance as well as Property & Casualty.

Wealth Management & Asset Preservation Business Succession Planning Education Funding Estate Planning Individual Retirement Planning Individual Retirement Accounts Traditional & Roth IRAs ADVISORY SERVICES Asset Allocation Modeling Customized Financial Planning Investment Consulting Services Cash Management Consulting PORTFOLIO MANAGEMENT Customized Portfolio Analysis Individually Managed Accounts Professional Money Management Strategic Investing RETIREMENT PLANS 401(K) Corporate Retirement Plans Defined Benefit Pensions Plans Money Purchase Pension Plans Non-Profit Organizations: Tax Sheltered Annuity - Section 403(b) Non-qualified plans Profit Sharing Plans Defined Benefit Pension Plans Public Sector: State & Local Government Section 457 Plans Simple 401(K) Plans SEP - IRAs *Securities Offered Through Capital City Securities, LLC Member FINRA/SPIC/MSRB**Investment Advisory Services offered by Capital City Asset Management Group, LLC***Correspondent services provided by RBC Capital Markets, LLC, member NYSE, FINRA and SIPC

I organized and lead a series of American College courses designed to enhance the skill set of their up and coming Financial Planners.I provided total financial needs analysis through a network of experienced professionals with expertise in:- Advisory services- Retirement analysis and programs- Estate Strategies- Employee benefit and retention services- Business continuation services- Trust services

WEALTH MANAGEMENT AND PRESERVATION Business Succession Planning Education Funding Estate Planning Individual Retirement Planning Individual Retirement Accounts Traditional & Roth IRAs ADVISORY SERVICES Asset Allocation Modeling Customized Financial Planning Investment Consulting Services Cash Management Consulting PORTFOLIO MANAGEMENT Customized Portfolio Analysis Individually Managed Accounts Professional Money Management Strategic Investing RETIREMENT PLANS 401(K) Corporate Retirement Plans Defined Benefit Pensions Plans Money Purchase Pension Plans Non-Profit Organizations: Tax Sheltered Annuity - Section 403(b) Non-qualified plans Profit Sharing Plans Defined Benefit Pension Plans Public Sector: State & Local Government Section 457 Plans Simple 401(K) Plans SEP - IRAs *Securities Offered Through Capital City Securities, LLC Member FINRA/SPIC/MSRB**Investment Advisory Services offered by Capital City Asset Management Group, LLC***Correspondent services provided by RBC Capital Markets, LLC, member NYSE, FINRA and SIPC

I worked with Financial Advisers, Third Party Administrators, and 401k Whole Sellers to complete the installation and and activation of 401k and Profit Sharing plans for small to mid-sized businesses. My time there allowed me to work with the Transamerica 401k installation managers and give them more of an insight on how to better interact with financial advisers. It also gave me an inside look at one of the best small business 401k's on the market right now.

I spent time in the field working with insurance brokers who needed assistance when they encountered advanced investment and estate planning cases. I also created a training program for our brokers in their second year.*Securities Offered Through Capital City Securities, LLC Member FINRA/SPIC/MSRB**Correspondent services provided by RBC Capital Markets, LLC, member NYSE, FINRA and SIPC

Provided financial advice to clients and set up fee-based financial plans that included stocks, bonds, variable annuities, mutual funds, and exchange traded funds.

Provided insurance and investment plans to clients and businesses. I assisted training new interns entering New York Life.