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Request Your Wealth Analysis Today!
Request your wealth analysis today so you can identify any inefficiencies and risks you may not know exist, while exploring strategies that can help you accomplish your lifestyle and legacy goals.
Instead of trying to coordinate potentially conflicting or disjointed advice between your investment advisor, your CPA, and your insurance agent, request Your Wealth Analysis from Kedrec today and get a comprehensive and holistic review of what's going on in your current plan and portfolio, based on your lifestyle and legacy goals.
There's no such thing as a perfect investment or investment strategy. Because of the complexity of any given situation, we customize every analysis based on the abstract nature of your lifestyle and legacy goals so that the results can help you make the right decisions moving forward.
Your Wealth Analysis is a complimentary service we offer intended to explore your lifestyle and legacy goals, while reviewing your current plan and portfolio so that we can determine if it makes sense to work together in pursuit of your goals or not.
Click the button below to share with us your lifestyle and legacy goals. Once we receive your information, we will reach out to schedule a 30-minute call. The purpose of the 30-minute call is to understand what you want and determine if it makes sense to proceed with Your Wealth Analysis or not.
As fiduciaries, we are committed to doing what is right for you.
Your Wealth Analysis is for those...
Those who want a more comprehensive and holistic financial approach.
High-income earners looking for ways to invest outside the 401(k).
Those who are trying to figure out when they can afford to retire.
Business owners looking to grow and then sell their business.
Solopreneurs looking for tax efficient ways to grow their resources.
Families trying to figure out how to balance savings and spending efforts.
Those who recently lost or changed jobs and have a 401(k) ready to be moved.
Retirees or near-retirees looking to optimize their Social Security benefits.
Individuals looking for health insurance solutions before Medicare.
Those concerned about paying too much in taxes.
Those who want a second opinion on their portfolio.
Those who want to review their healthcare options and strategies.
Those who want to review their estate plan to confirm it has been funded correctly.
And more...
Your Wealth Analysis may offer you more financial clarity and guidance than your typical financial/retirement plan.
Click the button below and request Your Wealth Analysis today!
© 2022 Kedrec LLC - All Rights Reserved
This content on this website is provided for informational purposes only and is not intended to serve as the basis for financial decisions. It should not be construed as investment advice or a recommendation.
Investment advisory services are offered through Kedrec, LLC, a Kansas state Registered Investment Advisor. Insurance products and services are offered through its affiliate, Kedrec Legacy, LLC. We are not affiliated with the US government or any governmental agency.
Investing involves risk, including possible loss of principal. No investment strategy can guarantee success, ensure a profit or guarantee against losses. Insurance product guarantees are backed solely by the financial strength and claims-paying ability of the issuing company.
Insurance and annuity products involve fees and charges, including potential surrender penalties. Annuity withdrawals are subject to ordinary income taxes and potentially a 10% federal penalty before age 59-1/2. Life insurance generally requires medical and potentially financial underwriting to qualify for coverage. Optional features and riders may entail additional annual cost. Product and feature availability may vary by state.
Tax, legal and estate planning services are available only to members who purchase the Fresh Wealth Plan Membership level. Tax, legal and estate services provided by our network of tax and legal professionals. Always consult with qualified tax/legal advisors regarding your unique circumstances.