Kory Budinger Email & Phone Number

My practice specializes in wealth management and provides financial strategies to professionals, business owners and individuals since 1993. My background and experience in business, management, sales and marketing has allowed me to help my clients develop a strategy to accumulate multigenerational wealth and maximize their retirement plans. Retirement- Income Strategies- Traditional & Roth IRA's- IRA Consolidation/Rollover- Pension Rollovers- Lump Sum Pension Distribution- Pension Payout Alternatives- TSA/403(b) PlansInvestment- Mutual Funds- Stocks & Bonds- Education Funding Strategies- Wealth Management Services- Risk Analysis/Asset AllocationInsurance- Life- Long Term Care- Disability Income- Fixed Annuities- Variable AnnuitiesBusiness - Executive Bonus/Deferred Comp- Business Sucession- Buy/Sell Agreement Funding Strategies- Key Man Insurance- Retirement Plans- Business Overhead ProtectionEstate- Gifting Strategies- Conservation Strategies- Charitable GivingSecurities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Listed skills include Retirement Planning, Estate Planning, Insurance, Investment Strategies, and 8 others.