Skip to content

877.KPC.PLAN (877.572.7526)

Home
Financial Services
Our Team
Attend an Event
Resources
- Client Login
- Secure Portal
- Blog
- Guides
- Media
- Podcast
- Resources
Contact

Home
Financial Services
Our Team
Attend an Event
Resources
- Client Login
- Secure Portal
- Blog
- Guides
- Media
- Podcast
- Resources
Contact

baby boomer wealth Tag

Professional graphic explaining the Rob Reiner Rule of estate planning and wealth transfer strategy for families.

02 March, 2026 in Financial Planning, Legacy & Intergenerational Wealth

The Rob Reiner Rule: Why Even the Wealthy Are “Losing” the New Estate War

Categories

Financial Planning
Legacy & Intergenerational Wealth
Legacy Planning
Regional Economic Outlooks
Retirement Income
Retirement Income Guardrails
Retirement Planning
Tax-Alpha Strategies

Ready to Take the Next Step?

It’s never too early — or too late — to take control of your financial future, so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.

Contact Us

877.KPC.PLAN (877.572.7526)

[email protected]

Location

300 Morrison Park Drive, Suite 130
Southlake, TX 76092

Get Directions

Connect

Facebook Linkedin Instagram

Disclosure: Advisory services through Brookstone Capital Management LLC, an SEC Registered Investment Adviser.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams, etc. on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

“Best Of Denton County” is an annual survey conducted by Murray Media Group. The winner is chosen by an online vote of the general public and no specific criteria is utilized to determine the winner. The majority of voters may not be clients of KPC Financial Solutions. The designation is not representative of any one client’s experience and is not indicative of future performance.

Marketing by Life In Motion Marketing

© Copyright 2026 KPC Financial Solutions. All Rights Reserved.