We want to help you become and stay wealthy while enjoying those precious moments along the way.
Get a one-time checkup or a full-time dedicated partner... either way, it’s a flat fee.
Essentials
Starting at*
Requires 6-month commitment
Features:
Investment Advice
Access to High-Yield Savings
Cash Flow & Debt Repayment Analysis
Personalized Risk Assessment
Mobile App + Account Aggregation
0% AUM Fees
401(k), 403(b), and 457 Guidance
Growth
Typically*
Requires 6-month commitment
Features:
Dedicated Wealth Advisor (Fiduciary)
Custom Plan with Step-by-Step Notes
Basic Tax Review & Minimization Strategy
Custom Lifestyle & Legacy Projections
IRA to Roth Conversion Analysis
Accredited
Typically*
Requires 6-month commitment
Features:
Advanced Tax Strategy & Portfolio Design
Equity Compensation & Real Estate Planning
Access to Qualified Opportunity Zones & DSTs
Business Structure & Deduction Planning
Schedule E & K-1 Filing Support
Retirement
Typically*
Requires 6-month commitment
Features:
Full Retirement Income & Tax Management
Medicare, RMD, and Estate Plan Reviews
Annual Healthcare Planning
Ongoing Portfolio Management in Retirement
Comprehensive Legacy & Trust Planning
Prefer a No-Strings-Attached Approach?
If you’re a DIY investor who just wants professional guidance (not account management or tax prep), our one-time financial plans may be a better fit. They can help you gain clarity without ongoing fees.
Relationship Expectations
Wealth Planning
Retirement Planning
Retirement Management
Investment Management
Alternative/Real Estate Investments
Tax Planning
Tax Services
Self-Employed Planning
Leagacy Planning
Insurance Planning
Frequently asked questions.
What does “flat fee” mean, and how is it different from a percentage-based advisor?
A flat fee means you pay a fixed amount each year for comprehensive financial planning, regardless of how much money you invest or earn. Unlike advisors who charge a percentage of your assets (commonly 1% of AUM), our transparent pricing helps ensure you're never penalized for growing your wealth.
Can I switch plans later if my financial situation changes?
Yes! Life changes, and your financial plan should evolve with it. Our membership structure is designed to grow with you. At any point, you can also switch and manage your assets on your own. Memberships are based on six-month agreements. We'll guide you through the transition and ensure continuity in your financial planning.
What happens if I need a service that isn’t included in my plan?
We’ll always be upfront. If you need a service outside of your current plan, we’ll let you know beforehand and provide you with options. In many cases, clients choose to temporarily upgrade or opt for one-time à la carte support with no surprises or pressure.
Is there a minimum net worth or income to become a client?
We believe quality financial advice should be accessible at all stages of life. Whether you're just starting out or managing complex wealth, we have a plan designed to support you without requiring a specific income or asset level.
How often do I meet with my advisor, and can I reach out in between?
Meeting frequency depends on your plan, but all Private Client Members have access to regular check-ins. That said, we’re here when you need us. You can reach out between meetings with questions or major life updates. Our team is committed to being responsive and proactive.
Ready to See What’s Possible with Your Money?
Whether you're just getting started or nearing retirement, a 30-minute call could change everything.
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.