Time Is Your Most Precious Commodity

Create A Wealth Plan That’s Designed to Last Longer Than You™

So that you can retire on time instead of working longer than necessary. 

As Seen On

Nervous About Your Financial Future?

When you fixate on what you cannot control, like the stock markets, tax rates, inflation, and healthcare costs, chances are, you’ll see your future from a position of fear.

However, if you focus on what you can control, like a comprehensive financial plan supported by various investment strategies, then you should be able to see your future while enjoying your life from a position of confidence, regardless of market conditions.

If you are nervous about your financial future, your retirement, then chances are you’ve got at least one of the following:

  • The wrong financial plan
  • The wrong strategy
  • The wrong investments and/or products
  • The wrong financial team.

If you want to move into a position of financial confidence and clarity, then consider creating a comprehensive financial plan. Kedrec specializes in creating comprehensive financial plans that are designed to last longer than you™ so that you can be financially confident about your future and start focusing on how you want to spend your most precious commodity, time. 

Schedule a 30 min introduction call to determine if what we offer is what you want. 

Your New Financial Team

We want to help you retire on time with a plan that’s designed to last longer than you™…

…without keeping all of your assets at risk in a stock/bond portfolio.

…without using irrevocable annuitized income streams. 

We are a team made up of financial planners (fiduciaries), insurance agents, and tax professionals (CPAs and Enrolled Agents) who want to build and potentially maintain your comprehensive financial plans so that you can enjoy more of your most precious commodity, time.

Here’s what our process looks like…

First, Create Your Fresh Wealth Plan™

We believe that once a plan is created and funded correctly, many people are able to manage their investments and taxes on their own (and save money by not paying management fees every year). If that’s what you want, we will support your decision. If you want us to manage it for you, that’s OK too. The choice is yours.

Second, Fund Your Plan

Your plan is only as good as the strategies that support it. Get help mapping out the many different strategies that can help support your plan and overall financial goals throughout the different seasons of your life. Once completed, you will be able to review your options, some of which are not available unless you go through a licensed professionals, and fund the investments and products that are right for you.

Third, Decide Who You Want to Manage Your Plan

We believe that once a plan is created and funded correctly, many people are able to manage their investments and taxes on their own (and save money by not paying management fees every year). If that’s what you want, we will support your decision. If you want us to manage it for you, that’s OK too. The choice is yours.

Ready To Create Your Plan?

Schedule a 30 min introduction call to learn more about what we offer so that you can determine if creating a Fresh Wealth Plan is right for you or not. (At any point in the call, it’s OK to say, “This isn’t for me.” We only want to work with those who want to work with us. Sound fair?)

Three Reasons Why People Pick Kedrec

#1 Full-Service Support

Each plan is created and managed by a team of financial planners, insurance agents, and tax professionals (CPAs & Enrolled Agents).

  • We manage investments for a flat and transparent rate.
  • We file taxes and then help minimize them each year.
  • We help keep your estate documents up to date.
  • And more…

#2 Proprietary Strategies, Models, and Technology

Design your retirement plan to last longer than you™ by implementing our proprietary investment strategies. 

  • Plan with our proprietary planning software.
  • Potentially lower your retirement income risk with our Principal Guaranteed Reservoir™ strategy.
  • Consider investing with our probability and directional investment models.
  • Enjoy our convenient app and client portal.

#3 Additional Resources

We believe that, in order to live an abundant life, you must continuously develop yourself, seek health, and create/maintain wealth. Kedrec continues to add…

  • Courses on financial principles and strategies.
  • Courses on emotional intelligence and self development.
  • Courses on relationship development.
  • Courses on physical fitness and nutrition.

Got 30 Minutes?

Schedule a 30 min call to learn more and determine if Kedrec is right for you (or not).

CREATE A RETIREMENT PLAN DESIGNED TO LAST LONGER THAN YOU

HOW TO RETIRE ON TIME

In this book, you'll discover:

How to run the numbers and see when you can afford to retire (It’s easier than you think).
​​Seven common retirement myths that could hinder your ability to retire on time and stay retired.
​​Why many common retirement rules may put you at more risk than you realize, and what to do about it.
​​Discover proprietary retirement income strategies that may be able to help you have more control over your income while potentially lowering your risk.
How to proactively anticipate and manage your retirement during the ups and downs.
Why it’s typically not too late to course-correct. If you have already retired, there’s still time to get on the right path.
And much more!

This book is a marketing publication for Kedrec, LLC