Wealth Management - Services Overview

Through our comprehensive approach to private wealth management, we provide unique, sophisticated financial solutions designed to address:

Investment Planning

  • Integrated asset allocation and portfolio design
  • Private Asset Management solutions
  • Sustainable Income Solutions™
  • Unified Portfolio Theory™ Strategies

Tax Planning

  • Income tax and estate tax planning
  • Tax-optimized investing
  • Charitable planning

Income Protection and Asset Preservation

  • Long-term care
  • Disability protection
  • Income replacement
  • Sustainable Income Solutions™ Strategies

Retirement Planning

  • Distribution planning
  • Income projection analysis
  • Fixed income strategies

Business Planning

  • Business succession
  • Buy-sell agreement funding strategies
  • Non-qualified retirement plans
  • Key employee retention
  • Qualified plan design and implementation

Estate Planning

  • Tax Efficient Wealth transfer
  • Gifting strategies

Insurance

  • Life insurance analysis and design
  • Long-term care
  • Disability protection

Education Planning

  • Coverdell education savings account
  • 529 college savings plan
  • Uniform Gift to Minors Act/Uniform Transfer to Minors Act account

Is your financial security worth a second look? At the heart of KDP’s commitment to providing you with trusted Private Wealth Management services is our ability to coordinate your tax strategies with your financial solutions. More than just a financial planner, let us look with tax-trained eyes to ensure a synergistic approach to achieving your financial goals.

Contact KDP Wealth Management, LLC today to learn how we can help you create a complete wealth management plan designed with your future in mind. Call us at (541) 773-6633, or Click here to request a complimentary, no obligation confidential financial review and consultation.

 

Securities offered through 1st Global Capital Corp. Member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc. We currently have individuals licensed to offer securities in states of AZ, AL, CA, ID, KS, MI, NV,OR, SD, and WA. This is not an offer to sell securities in any other jurisdiction.

 
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