Skip to main content

  •  
  •  
  •  
  •  Tel: 225-245-5153
  •  Email: andrew@kglcapitalmanagement.com
  •  Tel: 225-245-5153
  •  Email: si@kglcapitalmanagement.com
  •  Tel: 225-245-5153
  •  Email: christophe@kglcapitalmanagement.com

  • Home
  • About 
    • Our Team
    • Our Philosophy
    • Our Process
  • Our Services 
    • Investment Management
    • Insurance
    • Financial Planning
    • Asset Allocation
    • Business Succession Planning
    • Charitable Giving
  • Investments
  • Blog
  • Contact
 
 
 

    You are here

  1. Home
  2. About
  3. Our Process

Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is our goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.

We have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio.

With these goals in mind, we will work together to assess your total financial planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies.

This goal-based financial security planning approach is designed to help you:

  • Define customized short and long-term goals that ensure you choose only the right financial products and services
  • Identify roadblocks or gaps that might impact your financial planning strategy
  • Continually monitor your plan to ensure it meets your changing needs

Contact us today to find out more about my financial planning process and learn how a sound financial plan can help you achieve your goals.

About

  • Our Team
  • Our Philosophy
  • Our Process

Book a Meeting

Tell a Friend

Si Kora  

Office: 225-663-2670
Cell: 225-266-6638
E-mail: Si@kglcapitalmanagement.com
4782 Prosperity St.  P.O. Box 1220, Saint Francisville, LA 70775

Disclosure

Andrew A. Grezaffi III

Office: 225-245-5153
Cell: 225-718-3022
E-mail: andrew@kglcapitalmanagement.com
4782 Prosperity St. P.O. Box 1220, Saint Francisville, LA 70775

Christophe F. Levasseur

Office: 225-245-5153
Cell: 832-599-5244
E-mail: christophe@kglcapitalmanagement.com
4782 Prosperity St. P.O. Box 1220, Saint Francisville, LA 70775

 

Form ADV Part 3 – Client Relationship Summary

© 2025 KG&L Capital Management, LLC . All rights reserved.

Website Design For Financial Services Professionals