877.KPC.PLAN (877.572.7526)
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Southlake's Expert Investment & Retirement Planning Firm

Invest Smarter.

Retire with Confidence.

KPC Financial Solutions is a Southlake, TX-based retirement planning and investment advisory firm with 35+ years of experience, an in-house CPA, fiduciary advisors, and a CFP-certified advisor, serving pre-retirees and retirees across the DFW area.
Book Your Free Clarity and Confidence Meeting
Will Your Retirement Savings Last? Get the Free Guide (PDF)

Southlake's Expert Investment & Retirement Planning Firm

Invest Smarter.

Retire with Confidence.

KPC Financial Solutions is a Southlake, TX-based retirement planning and investment advisory firm with 35+ years of experience, an in-house CPA, fiduciary advisors, and a CFP-certified advisor, serving pre-retirees and retirees across the DFW area.
Book Your Free Clarity and Confidence Meeting
Will Your Retirement Savings Last? Get the Free Guide (PDF)
  • CPA In-House Tax-Informed Planning
  • CFP Certified Certified Financial Planners
  • Fiduciary Advisors Acting in Your Best Interest
  • 35+ Years Serving DFW Since 1990
  • Based in Southlake, TX Serving Nationally
  • Family-Owned Faith-Driven Firm

Get A Second Opinion

Not Sure If Your Portfolio Is Working as Hard as It Should?

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.

Our Clarity and Confidence Meeting is free, no-pressure, and carries no obligation. In 30 minutes, you’ll walk away with at least one actionable insight about your strategy.

↓ Get Your Second Opinion ↓

Book Your Free 30-min Meeting

Who We Serve

We Serve Investors & Retirees at Every Stage

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.

The Active Investor

You are building and growing wealth. You need an investment strategy that is optimized, tax-efficient, and aligned with the life you are building. Our credentialed team builds portfolios with purpose.

The Pre-Retiree

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.

The Retiree

Protecting what you have built is just as important as growing it. You need a durable income plan, a tax-smart withdrawal strategy, and an advisor team that monitors your portfolio proactively.

What We Provide

Personalized Retirement Optimization Blueprint

At KPC Financial Solutions, we do not just manage portfolios. We optimize investment and retirement strategies. Your personalized Blueprint is a clear, comprehensive plan designed to help you navigate the journey ahead.

01

Lay the Foundation

We review your current investment portfolio, income needs, risk tolerance, and timeline, making your foundation as stable as possible, then strategizing ways to make it even stronger.

02

Your Optimized Plan

Your Retirement Optimization Blueprint includes a comprehensive investment and retirement income strategy, a tax-informed approach, and a Social Security timing plan built specifically for you.

03

Ongoing Optimization

Once your strategy is in place, we monitor and adjust it regularly to respond to market changes, tax law updates, and shifts in your life, preserving assets and improving performance.
Get Started with a Free Clarity & Confidence Meeting

Comprehensive Financial Planning Services

Wealth Management

  • Wealth Management
  • Investments
  • Retirement Income Strategies

Retirement Planning

  • IRA & 401(k) Rollovers
  • Roth Conversions
  • Tax-Efficient Strategies

Asset Protection

  • Asset Protection Strategies
  • Life Insurance
  • Medicare & Health Insurance
  • Long-Term Care Strategies
  • Annuities

Legacy & Giving

  • IRA Legacy Planning
  • Donor-Advised Funds
  • Charitable Giving
Read more about our services

Our Leadership Team

A Credential Stack You Won't Find Anywhere Else in Southlake

Most financial firms have a financial advisor. KPC has a CPA, a CFP, and more than 60 years of combined investment and retirement planning experience, all under one roof.

Kevin Christ

President, Investment Advisor Rep

35+ Years Experience

With 35+ years in financial management, Kevin has guided countless families through the complexities of retirement planning, portfolio strategy, and the long-term decisions that define retirement success.
Read Kevin's full bio

Karin Christ, CPA

Vice President, CEO & CCO

Certified Public Accountant

Karin is a Certified Public Accountant, a rare and powerful credential in retirement planning. Her CPA background means your strategy is always viewed through a tax-informed lens others simply miss.

Read Karin's full bio

Jay Angotti, CFP®

Investment Advisor Representative

Certified Financial Planner

Jay holds the CFP certification and FINRA Series 66 registration. With 12+ years of industry experience, he brings high-proficiency investment and financial planning to every client relationship.
Read Jay's full bio
Meet Our Full Team

Free Resource | Available Now

Get Your Free Chapter of "Create Your Best Retirement"

Written by KPC founders Karin and Kevin Christ

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:

  • How to fund your retirement no matter how long you live
  • Understanding different types of retirement accounts
  • Navigating market volatility without derailing your income plan
  • Women-specific retirement planning questions
  • The role of life insurance in a complete retirement strategy
Free Educational Seminar Financial Planning Investing

Financial Insights & Market Commentary

Listen to KPC Financial Hour & Smart Money Podcast

Get practical insights on retirement planning, investing, tax strategies, and wealth management from the KPC Financial Solutions team.

The KPC Financial Hour

KSKY 660 AM

  • Saturdays at 11:00 AM Central
  • Sundays at 5:00 PM Central

KPC Smart Money Podcast

Now Streaming

Stream expert financial guidance anytime on your favorite platform.

Book Your Free 30-Minute Clarity & Confidence Meeting

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.

Book Your Free 30-min Meeting

FAQs

Frequently Asked Questions

Have a question about retirement planning, investment strategy, or working with KPC? Find answers below or book a free Clarity and Confidence Meeting to speak directly with one of our advisors.

About KPC Financial Solutions

What makes KPC Financial Solutions different from other financial advisors in Southlake?

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.

Yes. Our advisors serve as fiduciaries and Investment Adviser Representatives, meaning we are legally obligated to act in our clients’ best interests when providing investment advice and retirement planning recommendations.

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 headquartered in Southlake, Texas, proudly serving clients throughout the DFW Metroplex, across Texas, and nationwide. Our reach extends well beyond a 20-mile radius, with clients in Colleyville, Grapevine, Westlake, Trophy Club, Keller, Flower Mound, Highland Village, Coppell, and the surrounding communities.

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.

Services and Processes

The Retirement Optimization Blueprint is KPC’s personalized planning process. It starts with a review of your current portfolio and financial goals, then produces a comprehensive strategy covering retirement income, investment management, tax-informed planning, and Social Security timing. The Blueprint is built specifically for your situation, not a generic template.
The Clarity and Confidence Meeting is a free, 30-minute introductory conversation with one of our financial advisors. We review your current investment and retirement strategy, identify any gaps or opportunities, and explain what working with KPC would look like. There is no obligation and no products are pitched on the call.
Yes. KPC Financial Solutions provides investment management services for clients at various stages of wealth building and retirement. Whether you are actively growing your portfolio, preparing for retirement, or already retired and focused on income and preservation, our advisors build and manage investment strategies tailored to your goals.
No. KPC serves clients at every stage, including active investors who may never fully retire. If you are focused on growing your portfolio, optimizing your investment strategy, or planning for long-term financial independence, our advisors can help. Retirement planning is one specialty; investment management is another.
Our services are best suited for individuals and families with $500,000 or more in investable retirement assets. That said, the best way to find out if we are the right fit is to book a free Clarity and Confidence Meeting. We will be straightforward about whether our services match your situation.
A fiduciary advisor is required to put the client’s interests first. This standard helps ensure recommendations are based on your financial goals, retirement needs, and overall best interests.

Retirement and Investment Planning

Tax-informed retirement planning means evaluating every investment and income decision through the lens of its tax impact, not just its return. This includes Roth conversion timing, RMD management, asset location strategy, and Social Security claiming decisions. Having a CPA on staff at KPC means this analysis is embedded in every client strategy.

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.

A CFP (CERTIFIED FINANCIAL PLANNER) specializes in comprehensive financial planning, including investment strategy, retirement income, and risk management. A CPA (Certified Public Accountant) specializes in tax law, accounting, and tax strategy. KPC Financial Solutions has both credentials on staff, which is unusual and gives clients a more complete view of their financial picture.
A good retirement plan should answer four questions: Will your income cover your expenses for the rest of your life? Is your investment strategy appropriate for your timeline and risk tolerance? Are you minimizing unnecessary taxes? Do you have a plan for market downturns? If you are unsure about any of these, a second opinion from a credentialed advisor is worth your time.
Ask how they are compensated, what credentials they hold, how they handle tax planning within their investment strategy, how many clients each advisor manages, and what their process looks like for ongoing portfolio monitoring. At KPC, we welcome all of these questions and answer them directly during the free Clarity and Confidence Meeting.
Still Have Questions? Book Your Confidence & Clarity Meeting

Upcoming Events

To learn more about taxes in retirement, income planning, wealth management and more, join us for one of our informational seminars or webinars.

July

7

SpaceX & Your Wealth: Our Approach to Big Tech Investing

  • Date:
    Tuesday, July 7, 2026
  • Time:
    11:00 AM Central Time
  • Location:
    Zoom Webinar
  • Host:
    Karin Christ, CPA
  • Expert:
    Jay Angotti, CFP®, Investment Advisor Representative

Join us live on Zoom for this exclusive discussion. Contact us to learn more and reserve your spot.

Reserve Your Spot

July

23

Tax-Advantaged Charitable Giving Strategies for 2026

  • Date:
    Wednesday, July 23, 2026
  • Time:
    11:00 AM Central Time
  • Location:
    Zoom Webinar
  • Host:
    Jay Angotti, CFP®, Investment Advisor Representative
  • Expert:
    Karin Christ, CPA

Join us live on Zoom for this exclusive discussion. Contact us to learn more and reserve your spot.

Reserve Your Spot

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