For those looking for financial clarity and confidence...
Financial Planning
Create a custom comprehensive financial plan that can help you spend more time, your most precious commodity, how you want.
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Do you want comprehensive financial clarity?
Create a custom comprehensive financial plan that can help you live the life you want to live. Once completed, you decide if you want to manage it on your own, or if you want us to manage it for you.
Create a comprehensive plan that is designed to last longer than you.
Work directly with a fiduciary who is required by law to put your interests first.
Enjoy comprehensive support from a team of investment, tax, and insurance professionals.
Work with an independent firm that is investment and product agnostic.
Optimize cash flow, taxes, and more to help you grow and preserve your wealth.
Discover if you can afford to retire sooner than originally expected.
If you want to explore what full-service comprehensive financial planning could look like and how it may be able to increase your overall quality of life, then request your analysis today.
What Our Planning Process Looks Like
We cover a lot of ground when we put a plan together. Here's an example of what it could look like if we were to put together a retirement plan for you.
Step 1: Lifestyle/Legacy Planning
How expensive does it cost to be you? Do you want to go on extra vacations when you retire? Do you want to leave a certain amount of money to the kids? We believe you should start with the lifestyle and legacy you want, and then plan around it.
Step 2: Efficiency Planning
There's more than one way to generate income, grow your estate, manage assets, and more. Once you have clarity on the lifestyle you want to live and legacy you want to leave, then you can create and implement efficiencies within your plan.
Step 3: Portfolio Planning
There's no such thing as a perfect investment, product, or strategy. We design the portfolio to support that plan while maintaining a reasonable amount of flexibility so you can adapt along the way. Remember, create your plan before you create your portfolio.
Step 4: Risk Planning
Once you have a plan and portfolio designed to support the life you want to live and the legacy you want to leave, we believe the next step is to stress test it. We run several stress tests to help verify that the plan and portfolio were built well.
Step 5: Implementation Planning
Once you have created and tested your plan and your portfolio, then you can start moving assets around to fund it. You may not have access to certain investments or products needed to fulfill your plan. We'll help you gain access to what you want. Once funded, we will either teach you how to manage your plan and portfolio on your own or we will manage it for you. It just depends on what you want.
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?
Click the button below and tell us what you want.
Our comprehensive services are designed to help you fully experience life (financially, at least).
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.