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About Us

Insurance &
Retirement Solutions

Protect those closest to you with insurance – with our help every step of the way. How much coverage do you need? Which policy is right for you? We will analyze your needs and help you determine the best policy for your unique situation. Whether you’re looking for a new policy or questioning the one you have, we’re here to help.

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(831) 549 4500

Our Services

What We Offer


Protect What Matters Most! Life insurance may be one of the most important purchases you’ll ever make.


We’d be happy to evaluate your current coverage and present you with side-by-side comparisons of alternatives.


Let us guide you in sorting through the numerous Medicare options.


Ensure that everything will be taken care of if you pass.


See how to increase and protect your savings with an Annuity.

Educational Videos


These videos are for educational purposes. We represent many of the top carriers available. We will review your unique situation and be able to offer you a variety of carrier products and plans to choose from.

Insurance for your
loved ones and belongings.

Andrew Moss
Andrew Moss
Ken is very knowledgeable and explains everything he does in layman's terms. I am not a financial expert, but i can see this man knows his business. I feel very comfortable knowing that he is watching out for my retirement needs. Ive had different financial advisors in the past none have performed as well as Ken. (Returns are not the only factor, Ken looks at keepig what you have as well) Best of all he treats us like family! Very happy 😊
Jason Mulzoff
Jason Mulzoff
Michael Joseph
Michael Joseph
KEM asset management meets and exceeds my needs consistently. They make my asset management seem easy and I would highly recommend them to anyone in need of top level asset management.

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