For those who want to make informed decisions...
Your Wealth Analysis
Request your wealth analysis today so you can identify and inefficiencies and risks you may not know exist while exploring strategies that can help you accomplish your lifestyle and legacy goals.
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What's Included In Your Wealth Analysis?
Your Wealth Analysis is NOT your ordinary financial analysis. It is a multi-meeting process intended to first understand what you want when it comes to your desired lifestyle and legacy. Second, it seeks to uncover the inefficiencies and unnecessary risks that may be preventing you from reaching your goals. Third, explore advanced investment, insurance, and tax strategies that may be able to help you more effectively reach lifestyle and legacy goals.
There's no such thing as a perfect investment or investment strategy. Because of the complexity of any given situation, we customize every analysis based on the abstract nature of your lifestyle and legacy goals so that the results can help you make the right decisions moving forward.
Your Wealth Analysis Is For...
Those who want a more comprehensive and holistic financial approach.
High-income earners looking for ways to invest outside the 401k.
Those who are trying to figure out when they can afford to retire.
Business owners looking to grow and then sell their business.
Solopreneurs looking to tax efficient ways to grow their resources.
Families trying to figure out how to balance savings and spending efforts.
Those who recently lost or changed jobs and have a 401k ready to be moved.
Retirees or near-retirees looking to optimize their Social Security benefits.
Individuals looking for health insurance solutions before Medicare.
Those concerned about paying too much in taxes.
Those who want a second opinion on their portfolio.
Review your healthcare options and strategies.
Review your estate plan to confirm it has been funded correctly.
And more...
Your Wealth Analysis is a time-intensive process, conducted by fiduciaries, that takes two 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. .
Your Wealth Analysis is a complimentary service we offer intended to explore your lifestyle and legacy goals while reviewing your current plan and portfolio so that we can determine if it makes sense to work together in pursuit of your goals or not.
Once Your Wealth Analysis has been completed, you will be invited to proceed in one of three ways. First, you can begin moving assets over for us to manage while we continue to work on your plan and portfolio design. Second, you can decide to proceed with our flat-fee planning-only service where we focus only on the plan and portfolio design while teaching you how to manage it on your own. Third, you can decide after the analysis that you do not to work with us. It's OK either way. The guideline light must be what is right for you.
Click the button below so you share with us your lifestyle and 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 Your Wealth 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.
Explore Your Lifestyle and Legacy Potential
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.