For those who want to make informed decisions...
Your Wealth Analysis
Request your analysis and raise your awareness so you can make an educated decision on how best to proceed with your financial planning and wealth management.
As Seen On
What's Included In Your Wealth Analysis?
Your Wealth Analysis is NOT your ordinary financial analysis. It is a multi-meeting process intended to challenge your current financial plan and portfolio so you can raise your awareness to the potential inconsistencies and inefficiencies found between what you have and the lifestyle you want.
There's no such thing as a perfect investment or investment strategy. Each decision you make will likely have an unintended consequence on other parts of your financial future. Because of the complexity of any given financial situation, we customize every analysis so that the results can help you enjoy your wealth today and for many years to come.
This Analysis Seeks to Accomplish the Following...
Understand the lifestyle you want to live now and in the future.
Determine when you can afford to retire, based on your desired lifestyle.
Understand the desired balance between your income and legacy goals.
Uncover at least $100,000 in potential savings through tax minimization.
Discover missed investment opportunities through meaningful diversification.
Expose plan and portfolio blind spots (risks), and discuss potential solutions.
Review ten ways you can receive income and determine which are right for you.
Determine when to file for Social Security, based on your lifestyle/legacy goals.
General tax planning and minimization opportunities.
In-depth portfolio (investment/product) analysis.
Review your healthcare options and strategies.
Review your estate plan to confirm it has been funded correctly.
Create your estate plan via wealth.com (if needed).
Discover rental real estate strategies (if applicable)
Discover business succession strategies (if applicable)
And more...
Your Wealth Analysis is a time-intensive process, conducted by fiduciaries, that takes three 60-minute visits to complete. We believe it is impossible to run an accurate wealth analysis without first understanding your lifestyle expectations and your personal preferences. Because of labor-intensive nature of Your Wealth Analysis, we do NOT offer it for free.
Get Your Wealth Analysis for just $149.
(Normally $750 for three 60-minute planning visits)
Click the button below and tell us what you want (lifestyle/legacy goals). Once we receive your information, we will reach out to schedule a 30-minute call. The purpose of the 30-minute call is to understand what you want and determine if it makes sense to proceed with the analysis or not.
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
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.
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.