Flexible Investment Plans

KCG recognizes the family dynamics involved with goals-based investing, wealth transfers and life-cycle planning; the importance of not only financial, but social and human capital to your IMPACT in this life.  We provide meaningful guidance to complete your personal vision for yourself and others, coaching you toward your goals, advocating for your best interests and keeping you up-to-date with our progress on your behalf.

CEO, Kimberly Good has voluntarily pursued a robust, specialized education that is aligned with these important principles.  She holds the Certified Financial Planner, CFP® designation, reflecting an advanced professional education with a focus on accumulation-growth-consumption/life-cycle planning; The CIMA® certification program, a masters-level education for advisors who desire to serve their Clients with the most sophisticated investment and portfolio-management knowledge, and includes the Certified Investment Management Analyst Program at The Wharton School.

Not only does The CIMA® certification require 40 hours of continuing education (CE) every two years,, Kimberly also maintains CE for the CFP®, CLU, ChFC designations and is currently enrolled as a CPWA® Candidate, which includes the Certified Private Wealth Advisor Program at The Chicago Booth School of Business.

Kimberly Good, KCG, and its Representatives maintain the highest ethical standards, applying the principles of The Code of Professional Responsibility provided by the Investment & Wealth Institute, and is subject to disclosure through FINRA’s BrokerCheck.