At KPC Financial Solutions, we help investors and pre-retirees across the DFW area build strategies that are tax-smart, income-focused, and designed to grow and protect your wealth for the long haul.
Tax-Informed Investment and Retirement Planning
CERTIFIED FINANCIAL PLANNER on Staff
5 Financial Advisors Serving DFW
Serving a 20-Mile Radius
KPC Financial Solutions
SECOND OPINION
Whether you are preparing for retirement, already retired, or focused on growing your investment portfolio for the long term, 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 a big-box firm like Fidelity, Edward Jones, or Schwab never get a truly personalized plan. They get a portfolio. At KPC, our team of financial advisors goes deeper: we look at your investment strategy, your income needs, your tax exposure, your Social Security timing, and your legacy goals together, not in silos.
Our Clarity and Confidence Call is free, no-pressure, and carries no obligation. In 30 minutes, you will walk away with at least one actionable insight about your investment or retirement strategy, whether you choose to work with us or not.
877.572.7526
WHO WE SERVE
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 building and growing wealth. You may never fully step away from work, and that is a strength, not a problem. You need an investment strategy that is optimized, tax-efficient, and aligned with the life you are building. Our team of credentialed investment advisors builds portfolios with purpose.
You are within five years of retirement and the decisions you make now will define the next chapter. Social Security timing, Roth conversions, RMD planning, and income sequencing all require a coordinated strategy. We help you get it right before the clock runs out on your tax-planning window.
You are retired and protecting what you have built is just as important as growing it. You need an income plan that is durable, a withdrawal strategy that is tax-smart, and an advisor team that monitors your portfolio proactively. That is exactly what we do.
RETIREMENT OPTIMIZATION BLUEPRINT
At KPC, we do not just manage portfolios. We optimize investment and retirement strategies. Your personalized Retirement Optimization Blueprint is a clear, comprehensive plan designed to help you navigate the journey ahead with clarity and confidence.
A strong financial future starts with an honest look at where you are today and where you want to go. We will review your current investment portfolio, your income needs, your risk tolerance, and your timeline. Our goal is to make your foundation as stable as possible, then strategize ways to make it even stronger.
Your financial future needs a plan, not a generic one, but one built specifically for you. Your Retirement Optimization Blueprint will include a comprehensive investment and retirement income strategy, a tax-informed approach to wealth management, and a Social Security timing plan that takes much of the guesswork out of your financial future.
Retirement and investing are not destinations. They are journeys. Once your strategy is in place, we monitor and adjust it regularly to respond to market changes, tax law updates, and the shifts in your own life. Our ongoing partnership is designed to preserve your assets, improve performance, and help your financial health weather whatever life brings.
TEAM AND CREDENTIALS
KPC Financial Solutions is a full-service investment and retirement planning firm serving DFW families and investors from our Southlake office. Our team brings decades of combined experience, a rare in-house CPA credential, and a CFP-certified advisor, giving you a depth of expertise that most firms in this area simply cannot match.
35+ years in financial management. Kevin founded KPC with a conviction that every client deserves a retirement strategy as unique as their life. He leads our advisor team and oversees investment and income planning for the firm.
As a CPA and co-founder of KPC, Karin brings a tax-informed lens to every strategy our firm builds. Her CPA credential is rare in the financial planning world — and one of the most meaningful advantages our clients have.
Jay holds the CFP certification and brings more than a decade of experience in investment and retirement planning. As one of our lead advisors, he works alongside the full KPC team to deliver comprehensive, high-proficiency planning.
KPC Financial Solutions is a family-owned firm driven by faith and a genuine desire to serve. Every advisor on our team shares that commitment.
Free Resource | Available Now
Written by KPC founders Kevin and Karin 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,” Kevin and Karin walk you through the most important decisions you will face as you prepare for and live through retirement. Topics include:
Now Streaming | The KPC Smart Money Podcast
Each week, the team at KPC Financial Solutions breaks down real-world financial planning topics to help you make smarter money decisions.
From investment strategies and portfolio management to retirement income planning and tax-informed wealth building, KPC Smart Money makes complex financial topics easy to understand and apply. No sales pitch. No jargon. Just straightforward guidance from a team of credentialed investment and retirement experts who have helped DFW families build and protect wealth for more than three decades.
Your first conversation with KPC is free, no-pressure, and built entirely around you.
The Clarity and Confidence Call 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.
If the call confirms a meaningful opportunity to strengthen your strategy, your advisor will walk you through exactly what next steps look like — including building your personalized Retirement Optimization Blueprint. No obligation. No pressure to decide on the call. If we are not the right fit, we will tell you honestly and point you in a direction that is.
This is a conversation, not a sales presentation. No products will be pitched on this call.
FAQ
Have a question about retirement planning, investment strategy, or working with KPC? Find answers below or book a free Clarity and Confidence Call to speak directly with one of our advisors.
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 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.
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 Call 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.
