What We Do

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Your Path to a Successful Retirement Starts With a Retirement Blueprint

At KPC, we build retirement portfolios like you would build a house. We start with the Retirement Blueprint, a plan to help you navigate the journey ahead with the right tools.

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    1. Lay the Foundation

    A strong fiscal house begins with understanding where you are today and where you want to go. We’ll talk about your current investment portfolio, budget and appetite for risk. Our goal is to make your foundation as stable as possible, then strategize ways to make it even stronger.

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    2. Draft Your Retirement Blueprint

    Just like a house needs a design, your financial future needs a plan. The Retirement Blueprint  we customize for you will include a comprehensive retirement strategy focused on tax planning and an income plan that takes much of the guesswork out of your financial future.

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    3. Build a Retirement Designed to Last

    Once your Retirement Blueprint is active, we’ll monitor it regularly and update it as needed. Our aim is to improve performance and preserve your assets — a framework that can help your fiscal house weather the storms of life.

At KPC, we offer a full range of wealth management services:

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

  • Wills

  • Trusts

  • Estate Planning

  • Tax Planning

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