It Starts With Understanding You

Understanding our clients is vital to managing their wealth effectively. At KBK, we invest in our relationship with you, so that we might best direct your financial investments. We desire to understand both your current situation and future aspirations. You may just be starting out in your financial journey, or you’ve spent years accumulating wealth and want to preserve your assets. Wherever you are in life, we’re there to guide you each step of the way.

Truly Full Service

We offer a full range of services at KBK Wealth Management, from investing to income analysis. Below we’ve listed our most commonly used services. We encourage you to reach out to us for any specific financial strategies you are looking to implement. Chances are we can help you.

Investment Planning

We develop optimal, tax efﬁcient investment strategies for a balanced diversiﬁed portfolio tailored speciﬁcally to meet your unique circumstances. Then we manage the expected risk of your investments by reviewing your portfolio.

Contact us for a complimentary portfolio review.

Retirement Planning

Whether you’re in retirement or planning to retire, we can help manage your options most effectively. As your investments, pension, social security, and insurance beneﬁts change over time, we will plan with you a course of action with the goal of maintaining a comfortable retirement and legacy.

Already in or nearing retirement? Contact us for a retirement portfolio review.

Tax Management Strategies

We offer a full spectrum of comprehensive tax planning strategies. We incorporate tax-efﬁcient investing into our wealth management strategies. We develop estate planning strategies, gifting, and trust strategies that can help minimize or potentially eliminate the taxes for you and your heirs.

Contact us to review your situation to determine if you are taking advantage of all current and newly adopted tax laws.

Wells Fargo Advisors Financial Network does not provide legal or tax advice

Estate Planning Strategies

We evaluate your estate, gift, and trust planning as one comprehensive plan.

As your life changes, new circumstances should be reﬂected in your overall estate planning and documentation. By working closely with your attorney, we will help facilitate the process and help ensure that your needs and expectations are being fulﬁlled.

Education Funding

We help you ﬁnd the right investment account that can help you save signiﬁcant sums for higher education. We devise a strategy to help you determine the right mix of investment alternatives. Then we help you understand how to use your plan most effectively.

Corporate Services

We can offer diverse retirement and pension plans for your business and consulting service seminars for your employees.

Contact us to ﬁnd out more.

Trustee Services

We assist trustees in fulﬁlling their ﬁduciary duty to the trust, staying compliant, and helping reduce their workload.

This includes:

Custodial and investment
management
Annual tax preparation and
reporting
Annual ﬁduciary review
24-hour account access
Cash management
Cost-basis retention and recovery

Divorce Management

Review distribution of assets and
ﬁnancial implications
Provide investigative services as
to undisclosed assets
Review your personal income tax situation
Create a plan to help address any new risks and future objectives

Business Succession

Selling or retiring from a business is an intricate process. Special consideration should be given to taxation, retirement, ongoing and future management, employee welfare, and the maintenance of your legacy.

We can help you evaluate and develop the transfer path that best meets your ﬁnancial objectives.