KDP Wealth Management, LLCprovides premium, tax-optimized Private Wealth Management services. More than traditional financial services providers, we offer trusted advice that covers your entire financial picture. Our all-encompassing approach to wealth management focuses as much on tax planning as it does on providing holistic wealth management strategies.
Call us at(541) 773-6633, orClick hereto request a complimentary, no obligation confidential financial review and consultation.
At this time, the KDP office building is open to clients, but as per Governor Brown’s June 29th announcement, masks are required.
We understand that you may have concerns regarding the current market volatility, and we encourage you to consider the following actions:
· Take a step back to revisit your long term goals – has anything changed in your 5-10-20 year time horizon?
· Make sure your cash reserves are strong and leverage government aid if it is needed. Do your best to not pull from your investments. Once you act, market losses are realized and you may miss out in participating in the recovery.
· Review and update your beneficiaries, wills, and health care directives.
· Review your asset allocation and diversification – This may bring you peace of mind to know not all your eggs are in one basket. Well diversified multi asset accounts were built to weather volatility.
We believe that excellent communication will be vital as we continue to work through the changes that we are facing in our daily lives, both personal and professional. Do not hesitate to reach out to our team if you have any questions or concerns.
Know that we are always working behind the scenes to stay on top of this novel event and its impact on our clients, and most importantly, know that we are here for you!
To help individuals across the country cope with the extraordinary circumstances caused by the COVID-19 pandemic, the United States federal government has taken significant actions, including the recent passage of the Coronavirus Aid, Relief and Economic Security (CARES) Act and the Families First Coronavirus Response Act (FFCRA). This flyer helps you understand the effects of this legislation on you.
Nancy Sash is the Director of Financial Services at KDP Wealth Management, LLC. Nancy was introduced to financial services at an early age. Her father, a career firefighter, started a credit union specifically for police and firefighters. Nancy watched as her father took on this role and thrived. She remembers her father telling her that she could achieve anything she set her mind to, if she was just willing to do the research.
Nancy got her start in banking, working as a Mortgage Officer, a Business Banking Officer, and as a Branch Manager. Nancy recalls encountering widows who were living solely off Social Security. Oftentimes they would come to the bank and find that they had run out of money only halfway through the month. The faces and stories of these individuals have contributed to Nancy’s passion for helping others to create something better for themselves and their families.
While in banking, Nancy noticed people would go to specialists such as bankers, insurance agents, or stock-brokers and receive advice based on each particular specialty, versus holistic planning. Nancy recognized the necessity of looking at the whole picture and building a personalized financial plan that truly aligns with a client’s goals and what’s important to them.
Combining Nancy’s knowledge as a CERTIFIED FINANCIAL PLANNERTM practitioner and a RETIREMENT INCOME CERTIFIED PROFESSIONAL® with the tax expertise of a Certified Public Accountant has proven to be a winning combination. As a team, KDP is able to build tax-optimized wealth management strategies with the added focus on keeping more money in our clients’ pockets after taxes.
Nancy and her husband, Carl, have three children, and two adorable grandchildren. Nancy is also a proud dog mom to an Australian Shepherd and two cats, one who thinks she’s a dog. Nancy’s has a competitive spirit and fell head over heels for the game of pickleball. She’s completely addicted to the sport and loves to travel for tournaments and talk strategy with anyone who will listen.
Carli grew up in Jacksonville and despite the fact that she left the Rogue Valley to pursue her college education, she always reserved a special place in heart for Southern Oregon. Upon completion of her degrees in Business Management and International Business, Carli’s career ventures took her to multiple locations around the United States, including Denver, Kansas City and Seattle, as well as the international location of Hamburg, Germany. Carli’s employment after college provided her with invaluable experience establishing and maintaining trusting partnerships and acting in a leadership role to multiple teams.
Upon returning to the Rogue Valley in 2019, Carli began her current career in financial services. Carli currently holds her Series 7 and 66 licenses, and puts a strong emphasis on continuing to build upon her knowledge of the finance industry by pursuing further education. Using her skills in leadership, management and strategy, Carli brings a fresh perspective to the team. Carli is passionate about empowering women in finance and takes great interest in concepts like socially responsible investing.
Carli enjoys spending her free time with her sweet sons, Hawk and August, and her husband, Elliott. As a family they enjoy hiking and going on picnics at the park. Carli has recently been enjoying the beautiful views and the closeness to home that the Applegate Ridge Trail provides.
Have you ever been advised to “Check with your CPA” before investing?
Most brokers and investment advisors are precluded from providing tax advice, but at KDP Wealth Management, LLC, our CERTIFIED FINANCIAL PLANNER™ professional and team of experienced Certified Public Accountants, work together to advise you on how certain financial decisions can positively or adversely affect your taxes and your overall wealth goals.
There are a lot of moving parts in successful retirement planning. It can seem like a daunting task. At KDP Wealth Management, we enjoy the process, and are committed to tailoring a plan that is right for you.
TAX-OPTIMIZED FINANCIAL SOLUTIONS
We offer a wide range of tax-optimized financial solutions that are customized to meet your unique needs and objectives. These solutions help you accomplish three main goals:
Maximizing your wealth and enhancing cash flow
Protecting and preserving that wealth
Successfully transferring your wealth to the individuals and institutions important to you to secure your legacy
As your dedicated team of tax and wealth management professionals, it is not simply enough for us to help you grow your wealth. Protecting and sustaining your assets are a fundamental aspect of our commitment to you. We provide you with relevant information and up-to-date communication regarding your overall investment plan. As changes occur in your life, we will adapt your wealth management strategy to grow alongside your ever-evolving financial needs and goals.
The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth MangamentSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM. Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.