Wealth Management - Services Overview
Through our comprehensive approach to private wealth management, we provide unique, sophisticated financial solutions designed to address:
Investment Planning
- • Integrated asset allocation and portfolio design
- • Private Asset Management solutions
- • Sustainable Income Solutions™
- • Unified Portfolio Theory™ Strategies
Tax Planning
- • Income tax and estate tax planning
- • Tax-advantaged investing
- • Charitable planning
Income Protection and Asset Preservation
- • Long-term care
- • Disability protection
- • Income replacement
- •Sustainable Income Solutions™ Strategies
Retirement Planning
- • IRA rollover and distribution planning
- • Income projection analysis
- • Fixed income strategies
Business Planning
- • Business succession
- • Buy-sell agreement funding strategies
- • Non-qualified retirement plans
- • Key employee retention
- • Qualified plan design and implementation
Estate Planning
- • Tax Efficient Wealth transfer
- • Gifting strategies
Insurance
- • Life insurance analysis and design
- • Long-term care
- • Disability protection
Education Planning
- • Coverdell education savings account
- • 529 college savings plan
- • Uniform Gift to Minors Act/Uniform Transfer to Minors Act account
Is your financial security worth a second look? At the heart of KDCO’s commitment to providing you with trusted Private Wealth Management services is our ability to coordinate your tax strategies with your financial solutions. More than just a financial planner, let us look with tax-trained eyes to ensure a synergistic approach to achieving your financial goals.
Contact KDCO Financial Services today to learn how we can help you create a complete wealth management plan designed with your future in mind. Call us at (541) 773-6633, or Click here to request a free confidential financial review and consultation
Securities offered through 1st Global Capital Corp. Member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc. We currently have individuals licensed to offer securities in states of AZ, AL, AR, CA, ID, KS, MI, NV,OR, SD, and WA. This is not an offer to sell securities in any other jurisdiction.
