KuhnDillonUmbaugh, LLC
Financial Services - Plymouth, IN, US
KuhnDillonUmbaugh, LLC Employees
KuhnDillonUmbaugh, LLC Senior Management
KuhnDillonUmbaugh, LLC Details
At KuhnDillonUmbaugh, our goal is to engage in ongoing relationships with our clients. Whether a client needs a tax return prepared or wants to make a long-term investment for their retirement, it shouldn't be a "one-and-done" event. Next year is too late to plan for this years' taxes. Effective retirement planning and investing demands a strategic process to identify financial goals and appropriate investments. Business owners don't need to spend their valuable time on things that don't create income. As our client, they are better served putting their expertise and talents to use operating their business. Our role is to serve as a financial think tank assisting with day-to-day financial obligations as well as big picture issues. Our firm provides Accounting, Bookkeeping & Payroll, Financial Planning and Investments, Wealth Management, Financial Consulting and Municipal Services.Disclosure: Securities offered through Regulus Financial Group, LLC. Member FINRA/SIPC. Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. Registration with the SEC does not imply any level of skill or training. KuhnDillonUmbaugh, LLC is independent of Regal Investment Advisors.
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