Estate & Tax Planning

Estate & Tax Planning

We want to make sure you take distributions from your assets in the most tax efficient way. Legacy planning and transfer of wealth to beneficiaries is also an area we can help you with.
Is a living trust appropriate or is a will sufficient?

Should you have an IRA or a Medicaid Trust?  How about a Durable Power of Attorney or a HIPAA document?  These documents may be needed in case of medical emergencies or incapacitation.

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at Kevin@KPCFS.us or call us at 469-444-3900 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

At KPC Financial Solutions, we offer you the following services:

(Click the images below to learn more about each service)

IRA & 401(k) Rollovers

Wealth Accumulation

Asset Protection

Securities

Retirement Income Strategies

Estate & Tax Planning

Annuities

Life Insurance

Long Term Care

We can also refer you to professionals who provide the following services:

» Trusts » Probate » Charitable Giving » Estate Planning » Tax Planning

Have Questions for Kevin Christ?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

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*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

TX 1428651