Attend One of Our Upcoming Events
We host frequent webinars with open Q&A sessions to help you make better financial decisions, whether you are a current client or not.
The Official Retire on Time Workshop
Retirement Isn’t a Math Problem... It’s a Systems Problem. Watch Me Build a Retirement Plan From Scratch While I Answer Your Questions.
Most people don’t have a retirement plan... They have a portfolio (full of ambiguity).
If you’re 50–70 and unsure whether your retirement plan (and/or portfolio) is truly optimized for income, growth, tax minimization, healthcare, etc., this workshop is for you.
In this live workshop, the author of the book, How to Retire on Time, will build a retirement plan from scratch, share different retirement strategies and systems you can implement on your own, and answer your questions in real time.
Explore Your Lifestyle and Legacy Potential™
Tel: 855-553-3732
9393 W 110th St Suite 100
Overland Park, KS 66210
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.