How Much Is A Year Of Your Life Worth?
We specialize in comprehensive financial planning and wealth management for those who want more control over their time and how they want to spend it...
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Can You Afford To Live The Life You Want?
If you are nervous about your financial future and are delaying spending your time how you want, then chances are you've got at least one of the following problems:
Got the wrong plan (or no plan)?
Got the wrong strategy?
Got the wrong investments and/or products?
Got the wrong support/team?
If you want to move into a position of financial confidence and clarity, then consider starting starting a conversation with our team so we can help you regroup with Your Wealth Analysis and then move forward towards the life you want to live.
What Does Wealth Mean to You?
Introducing Kedrec, a full-service independent financial practice offering comprehensive solutions focused on helping you become and stay wealthy.
What We Offer
At Kedrec, you decide what kind of relationship you want.
Pick from a one-time flat-fee planning experience to on-going full-service comprehensive wealth management, or something in between.
What do you want or need in order to feel confident about your financial future?
Financial
Planning
Wealth
Management
Tax
Services
Investment
Models
Insurance
Services
Estate
Planning
Real Estate
Exits
Business Exits
I want to...
Below are common ways people start working with us.
Run an analysis
Are you stressed about your financial future? Not sure whether or not your plan, portfolio, or strategies align with your financial goals and current levels of comfort? If so, then click the button below and tell us more.
Create my plan
Do you want a comprehensive financial plan that optimizes more than just your income needs, when to file for Social Security, and how approach tax minimization? If so, then click the button below and tell us more.
Invest in models
We are proud of our proprietary models and try to make them as available as possible. If you want to invest in actively managed models based in absolute return theory, then click below and tell us more.
How it works...
Click the button below, fill out some basic information so it is clearly defined what you want. Next, you'll be able to schedule a 30-minute call with one of our wealth advisors (fiduciaries). The purpose of the 30-minute call is to determine the best way to proceed, whether that means running Your Wealth Analysis, starting the planning process, investing in our models, or something else. It just depends on what you want.
It's OK to say "no" at any point in the call. We only want to do business with those who want to work with us. Our solutions and services are customized to your needs.
What We Believe Full-Service Looks Like...
Investment
Advisor
Planning
Management
Tax Services
Investments
Insurance
Estate Plan
CPA /
Enrolled Agent
Planning
Management
Tax Services
Investments
Insurance
Estate Plan
Insurance
Agent
Planning
Management
Tax Services
Investments
Insurance
Estate Plan
Estate
Attorney
Planning
Management
Tax Services
Investments
Insurance
Estate Plan
Kedrec
(Full Service)
Planning
Management
Tax Services
Investments
Insurance
Estate Plan*
Health & Fitness
Wellness
Comparison chart is based on typical offerings based on licenses. Not all businesses in the financial services industry are the same. Kedrec's tax services focus on personal tax planning and filing. Kedrec does not offer accounting, auditing, or other business related tax services.
*Estate Planning is offered to through our relationship with Wealth.com.
Estate Planning is not available to residents of Missouri.
Six Reasons Why People Pick Kedrec
#1 Fiduciaries
As fiduciaries, we are legally required to do what is in your best interest. If there are any conflicts of interest, we disclose them up front.
#2 Independent
No one tells Kedrec what we can and cannot offer. We are agnostic when it comes to various investments, products, and strategies.
#3 Full-Service
Our services cover the entire financial services industry so that you can get comprehensive advice and not fragmented suggestions.
#4 Planning
We believe that you cannot talk about products or investments until you have a plan in place. Don't put the cart before the horse.
#5 Models
We offer active investment models that are designed to make money in up, down, or flat market cycles. We also offer passive investment models.
#6 Wellness
Our plans go beyond the finances. We include health and wellness tips so that you can potentially live a happier and healthier life.
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
Enjoy Your Wealth
This content on this website is provided for informational purposes only and is not intended to serve as the basis for financial decisions. It should not be construed as investment advice or a recommendation.
Investment advisory services are offered through Kedrec, LLC, a Kansas state Registered Investment Advisor. Insurance products and services are offered through its affiliate, Kedrec Legacy, LLC. We are not affiliated with the US government or any governmental agency.
Investing involves risk, including possible loss of principal. No investment strategy can guarantee success, ensure a profit or guarantee against losses. Insurance product guarantees are backed solely by the financial strength and claims-paying ability of the issuing company.
Insurance and annuity products involve fees and charges, including potential surrender penalties. Annuity withdrawals are subject to ordinary income taxes and potentially a 10% federal penalty before age 59-1/2. Life insurance generally requires medical and potentially financial underwriting to qualify for coverage. Optional features and riders may entail additional annual cost. Product and feature availability may vary by state.
Tax, legal and estate planning services are available only to members who purchase the Fresh Wealth Plan Membership level. Tax, legal and estate services provided by our network of tax and legal professionals. Always consult with qualified tax/legal advisors regarding your unique circumstances.