For those who want protect their estate when they pass…
Estate Planning
Create and update your estate documents so that your wishes are correctly recorded so they can be implemented when you pass.
As Seen On
Ready to get your house in order?
Through our partnership with wealth.com, we can help you gain access to the resources and tools to create and maintain your estate documents and plan. Once created, we can help you properly fund your estate plan.
Create your Last Will and Testament.
Create your Pourover Will and Revocable Trust.
Create your Financial Power of Attorney.
Create your Advanced Healthcare Directive.
Create, if needed, your Guardianship Nomination.
Update your documents as much as you want at no additional cost.
If you want to explore estate planning options in conjunction with comprehensive financial planning and wealth management, then request your analysis today.
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.
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.
Ready To Get Your House In Order?
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Our comprehensive services are designed to help you fully experience life (financially, at least).
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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).
Learn why many common retirement income strategies may be riskier than you realize.
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 market's 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.