There are a lot of moving parts in successful retirement planning. It can seem like a daunting task. At KDP Wealth Management, we enjoy the process, and are committed to tailoring a plan that is right for you.
This abbreviated, complimentary call provides an introduction to KDP Wealth Management and how we serve our clients. We review our Path to Wealth process and discuss your unique financial situation and how we might fit into it. Finding the right fit between client and advisor is paramount and we want to ensure our goals and methodologies are aligned before taking the next step together.
The discovery meeting is a deep dive on your specific and unique financial situation. At KDP we pride ourselves on holistic planning and acting in our clients highest and best interest. Part of that is to ensure we understand the whole picture. It’s helpful to come prepared to this meeting with details and statements to discuss. We will also get into your long-term goals and what you are driving towards in your financial life.
This is where the rubber meets the pavement. We will present the findings of our financial analysis and what we believe to be the most impactful strategies to move the needle. We will acquaint you with our investment philosophy, tax centric portfolio design, and a master financial strategy specific to your needs.
This will be a half hour call to walk you through how to log in to your online client portal, where you can check your account balances and view important documents, such as statements. We will also introduce you to the other members of your financial team that will be collaborating on advanced planning topics specific to you and other service lines available through KDP.
This is a targeted meeting where we will delve into topics that are unique to you. As we continue to work together, we will broach the following planning topics based on your financial needs.
Life is ever-changing, these meetings provide a check point to review updates, goals, and measure progression. We will introduce new planning topics and strategies as they become relevant and keep you up to speed on current events impacting the markets. This is a time to review portfolio performance and keep you grounded in prudent long-term investing strategies, and to review tax strategies for the year.
We would love to hear from you! Please give us a call at (541) 773-6633 or email us at info@kdpadvisors.com, or use our Contact Form if you would like more information or would like to schedule your Complimentary First Meeting.
KDP Remote Technical Support is a safe, secure, and easy to use solution for obtaining “on-site” technical support without having to wait for a support specialist to travel to your site. Using a high speed internet connection, RTS is just like having one of our support specialists sitting right at your desk working to resolve your computer problems.
KDP Client File Transfer Portal provides you with the easiest and securest method of transferring your data to us 24 hours a day/7 days a week. Don’t waste time burning discs for a single file or struggling to email large files that take forever to load. This is a safe, secure, and simple way to transfer to and from KDP. This feature is for CPA materials only. Please contact us for Wealth Management secure transfers.
Medford Office:
841 O’Hare Parkway, STE 200
Medford, Oregon 97504
Phone: +1 541 773 6633
Fax: +1 541 773 1965
Bend Office:
395 SW Bluff Drive, STE 200
Bend, Oregon 97702
Phone: +1 541 382 4791
Boise Office:
101 S. 27th Street, STE 100
Boise, Idaho 83702
Phone: +1 208 373 7890
Fax: +1 208 373 7889
Business Hours:
Mon-Fri: 9:00 a.m. – 5:00 p.m.
© 2024 “KDP” is the brand name under which KDP and KDP & Co., LLC and its subsidiary entities provide professional services. KDP and KDP & Co., LLC and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. KDP is a licensed independent CPA firm that provides attest services to its clients, and KDP & Co., LLC and its subsidiary entities provide tax and business consulting services to their clients. KDP & Co., LLC and its subsidiary entities are not licensed CPA firms.
