Kyle CFP's Contact Details

Kyle CFP's Company Details

The Rikoon Group

Santa Fe, NM, US • 5 - 9 Employees
Financial Services

The Rikoon Group guides families, non-profit organizations and business enterprises toward financial security, independence, and long-term sustainability.Our GoalsMeet clients' present & future financial, intellectual, and social needs in an ethical wayMaximize cash flow and appreciation using a variety of investment vehiclesReconcile competing needs for safety, income & appreciationMinimize income & estate taxesBring families together using positive and inspiring models of personal growthProtect a family's wealth across generationsOur ServicesCustomized Portfolio ManagementEstate Planning AssistanceTrust AdviceCash Spending AnalysisIncome Tax and Insurance ReviewMulti-Generational CounselingFinancial Education for the Entire FamilyCoordination of Financial Affairs with Other ProfessionalsBusiness ConsultingPrivate Real Estate Investing OpportunitiesESG (Environmental, Social, Governance) and Sustainable InvestingProperty Management