Worried that your financial strategy is Missing Something?


We’re here to help you feel confident in your financial future.

Your Dreams Matter

At KPC Financial Solutions, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

The Retirement Blueprint

The Retirement Blueprint is designed to guide you on your path to your ideal retirement.

Here’s how it works:

  • Talk about your financial and retirement goals
  • Gather your current information on income, assets and budget
  • Review your initial Retirement Blueprint
  • Develop strategies that aim to:
    • Improve performance
    • Protect your assets
    • Reduce your risk, if necessary
    • Prepare for the unexpected
    • Implement agreed-upon strategies
  • Review written plan annually, as needed, or when there are significant changes

Benefits:

  • Find out how long your money is projected to last
  • See how different retirement dates may affect your retirement goals
  • Determine how much of your retirement money is taxable
  • See your current and potential financial situation all in one place
  • Determine how certain changes may impact your retirement
  • Plan for the unexpected like Long Term Care or premature death
  • Evaluate the risk in your current investment portfolio
  • Have a written plan and establish retirement goals
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Leave your family with a H.U.G., not a headache.

Download our quick, one-page checklist to create your own H.U.G. File (Helping You Grieve). By following the checklist, and completing a few simple steps, you can leave your family well-prepared should the unexpected happen.

  • Prepare to share your wishes
  • Learn the key documents your family will need
  • Consider how to manage passwords and usernames

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting with an Investment Adviser today or register to attend a seminar.

Or give us a call at 469.444.3900.