Invest Smarter.
Retire with Confidence.
Invest Smarter.
Retire with Confidence.
Whether you are preparing for retirement, already retired, or focused on growing your investment portfolio, you deserve more than a generic strategy. You deserve a plan built specifically for your goals, your timeline, and your tax situation.
Most people working with big-box firms never get a truly personalized and optimized plan. At KPC, we look at your individual investment strategy, income needs, tax exposure, Social Security timing, and legacy goals together.
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Retirement is not the only finish line. Whether you are building wealth, approaching retirement, or already living it, KPC Financial Solutions brings expert investment guidance and tax-informed planning to meet you exactly where you are.
You are within five to 10 years of retirement. Social Security timing, Roth conversions, RMD planning, and income sequencing all require a coordinated strategy. We help you get it right before the window closes.
If you’re 73 or older, the IRS requires minimum withdrawals from your retirement accounts, and missing the deadline comes with a steep penalty. Use our free calculator to estimate your Required Minimum Distribution in minutes.
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Most financial firms have a financial advisor. KPC has a CPA and more than 60 years of combined investment and retirement planning experience, all under one roof.
To learn more about taxes in retirement, income planning, wealth management and more, join us for one of our informational seminars or webinars.
Retirement raises more questions than most people expect. When do you take Social Security? How do you make your money last as long as you do? What does market volatility mean for your income plan?
In “Create Your Best Retirement,” Karin and Kevin walk you through the most important decisions you will face as you prepare for and live through retirement. Topics include:
Get practical insights on retirement planning, investing, tax strategies, and wealth management from the KPC Financial Solutions team.
Stream expert financial guidance anytime on your favorite platform.
Your first conversation with KPC is free, no-pressure, and built entirely around you.
The Clarity and Confidence Meeting is a 30-minute complimentary conversation with one of our experienced financial advisors. It is designed to give you a clear picture of where your investment and retirement strategy stands today, and what, if anything, could be done to strengthen it.
KPC Financial Solutions has an in-house CPA and a CFP-certified advisor on staff, which is rare for a firm of our size. This means your investment and retirement strategy is reviewed through a tax-informed lens from day one. We are also a family-owned, faith-driven firm with 35+ years of experience serving the DFW community.
KPC Financial Solutions has a team of 10 professionals, including 5 licensed financial advisors. Our advisors hold credentials including the CERTIFIED FINANCIAL PLANNER (CFP) certification and our leadership includes a Certified Public Accountant (CPA), giving our clients access to a breadth of expertise under one roof.
KPC Financial Solutions is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through KPC Financial Solutions LLC, a registered investment company.
The ideal time to start retirement planning is now! We typically recommend to provide at least five to ten years before your target retirement date. This window allows for Roth conversions, Social Security optimization, and income sequencing strategies that can significantly reduce your lifetime tax burden. That said, it is never too late to improve an existing strategy.
