KNR Consulting Group

KNR Consulting Group Kevin Richards is both a financial planner and investment advisor located in Laguna Niguel, Californ Kevin Richards

KNR Consulting and Wealth Management, Inc.

KRWM Insurance Services
Registered Financial Consultant (RFC)

[email protected]

As a Registered Financial Consultant Kevin specializes in helping clients protect their principal, grow their assets ahead of inflation and protect their loved ones by understanding all the insurance options that are available. Kevin is a fully licensed financial advisor able to provide the following servi

ces:

Social Security maximization
Veterans Benefits maximization & processing
IRA and 401(k) rollovers
Life Insurance and Long Term Care Planning
Investment Management

Steve Hermanne

KRWM Insurance Services
Associate

[email protected]

Steve Hermanne discovered his niche early in life after working in the banking and insurance industry for many years. His passion is educating clients on how to maximize all of their social security benefits and create a secure income plan for life. He specializes in helping clients protect their principal and grow their assets ahead of inflation. Born in Paris then raised in Rome, Steve is now a long-term resident of Laguna Niguel. He is fluent in French, Italian, Spanish, and English. He lives by the Golden Rule of “Treat others the way you want to be treated.” Steve enjoys getting to know his clients and building long term relationships with them. Jack Taufer

KRWM Insurance Services
Associate

[email protected]

Jack Taufer grew up in Salt Lake City, Utah. In the year 2000, he relocated to Southern California. After taking a job in 2001 for a financial planning firm, Jack knew he had found his passion: helping others to plan to get the most out of life. With more than 10 years in the field, he has become very adept in retirement planning. Jack specializes in helping clients protect their principal and grow their assets ahead of inflation. In his spare time he loves to spend time with his family, staying active, traveling and practicing Brazilian Jiu-Jitsu. Jack was awarded his Black Belt in 2012 after 15 years of dedication to the art.

Many people saving for retirement fail to take into account how living longer will affect how much they’ll need once the...
06/14/2023

Many people saving for retirement fail to take into account how living longer will affect how much they’ll need once they stop working. What should they do? Call us today!

Many people saving for retirement fail to take into account how living longer will affect how much they’ll need once they stop working. What should they do?

Although the Fed raised interest rates for a 10th consecutive meeting, it finally opened the door to a pause in its tigh...
06/12/2023

Although the Fed raised interest rates for a 10th consecutive meeting, it finally opened the door to a pause in its tightening campaign.

Although the Fed raised interest rates for a 10th consecutive meeting, it finally opened the door to a pause in its tightening campaign.

Concerns about how inflation eats into your resources or limits your ability to save sufficiently for retirement are rea...
06/09/2023

Concerns about how inflation eats into your resources or limits your ability to save sufficiently for retirement are real, but there are four things you can do to cope.

Concerns about how inflation eats into your resources or limits your ability to save sufficiently for retirement are real, but there are four things you can do to cope.

Savings account interest is taxable but don't let that scare you away from a high-yield savings account. Here's what you...
06/07/2023

Savings account interest is taxable but don't let that scare you away from a high-yield savings account. Here's what you need to know.

Savings account interest is taxable but don't let that scare you away from a high-yield savings account. Here's what you need to know.

The journey to retirement can be full of excitement and worry, obstacles and windfalls, ups and downs. We’re here for al...
06/06/2023

The journey to retirement can be full of excitement and worry, obstacles and windfalls, ups and downs. We’re here for all of it. Visit https://www.knrconsultinggroup.com/ to begin the discussion about building a map to retirement today.

Roth or traditional IRAs are great tools for building a robust nest egg, if you know how to use them.
06/05/2023

Roth or traditional IRAs are great tools for building a robust nest egg, if you know how to use them.

Roth or traditional IRAs are great tools for building a robust nest egg, if you know how to use them.

The SECURE 2.0 Act makes major changes to 401(k), IRA, Roth, and other retirement savings plans. Here's a summary of wha...
06/02/2023

The SECURE 2.0 Act makes major changes to 401(k), IRA, Roth, and other retirement savings plans. Here's a summary of what you need to know.

The SECURE 2.0 Act makes major changes to 401(k), IRA, Roth, and other retirement savings plans. Here's a summary of what you need to know.

If you said no, you’re not alone. Lack of financial literacy and feeling like they’re running out of time undermine Amer...
06/01/2023

If you said no, you’re not alone. Lack of financial literacy and feeling like they’re running out of time undermine Americans’ retirement confidence. What can we do? Call us today!

If you said no, you’re not alone. Lack of financial literacy and feeling like they’re running out of time undermine Americans’ retirement confidence. What can we do?

Morningstar has quantified five ways better financial planning decisions can help clients increase retirement income.
05/31/2023

Morningstar has quantified five ways better financial planning decisions can help clients increase retirement income.

Comprehensive financial and tax planning and monitoring throughout the retirement years can significantly extend the longevity of portfolios.

On this Memorial Day, we honor the men and women who’ve given their lives to defend our country and freedom.
05/29/2023

On this Memorial Day, we honor the men and women who’ve given their lives to defend our country and freedom.

Many of us are not as prepared as we should be, but it’s not too late. Taking these steps can get you started on plannin...
05/26/2023

Many of us are not as prepared as we should be, but it’s not too late. Taking these steps can get you started on planning for your long-term care. Call us today!

Many of us are not as prepared as we should be, but it’s not too late. Taking these steps today can get you started on planning for your long-term care.

If you’re retiring this year, here are three money moves to consider.
05/22/2023

If you’re retiring this year, here are three money moves to consider.

First things first: Have you gone to the doctor lately?

Address

28202 Cabot Road, Ste 445
Laguna Niguel, CA
92677

Opening Hours

Monday 9am - 6:30pm
Tuesday 9:30am - 6pm
Wednesday 9:30am - 6:30pm

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