You Want Financial Clarity.
We’ll Help You Build a Plan to Get There.
As a DIY investor, you’re capable, but even the most confident investors need a second set of expert eyes. Our one-time flat-fee financial plans give you personalized guidance without any pressure to commit long-term. No ongoing subscriptions. No account management. Just a clear, actionable plan so you can move forward with confidence.
Essentials
Typically*
$250 - $500
Features:
Cash Flow Plan
Debt Minimization
Career Plan
Investment Plan
Insurance Plan
Growth
Typically*
$999 - $1,999
Features:
Cash Flow Plan
Portfolio Analysis
Tax Minimization Plan
Insurance Review
Retirement Prep
Retirement
Typically*
$1,999 - $4,999
Features:
Income Plan
Tax Minimization
Healthcare Plan
Estate Plan
Social Security Optimization
Relationship/Advice Expectations
Wealth Planning
Retirement Planning
Investment Management
Alternative/Real Estate Investments
Tax Planning
Self-Employed Planning
Legacy Planning2
Insurance Planning
Frequently asked questions.
Do I have to move my accounts or assets to work with you?
Absolutely not. Our one-time plans are built for DIY investors who want guidance, not account management. You stay in control of your accounts and investments while we help you create a clear plan forward.
If you want us to manage assets for you, or help you from time to time, you may need to create an account at Schwab.
Is this a subscription or ongoing relationship?
Our one-time plans are a flat, one-time fee with no hidden costs or ongoing commitments. You get professional advice, a comprehensive plan, and the freedom to implement on your own, if that's what you want. We will help you fund it, if you want help.
If you want an on-going relationship, consider looking at our membership plans.
What’s included in a one-time plan?
Each plan is tailored to your life stage and goals. Whether you choose Essentials, Growth, Accredited, or Retirement, you’ll receive customized plan, analysis, strategies to implement, and clear next steps. You can see a full comparison of what’s included in each package right above.
What if I want a plan, but it’s missing a service I need?
No problem. If you choose a plan that doesn’t include a specific service you’re looking for, we can often add it à la carte for an additional flat fee. Just let us know what you need during your intro call, and we’ll give you a clear quote. No surprises. No pressure.
Do you provide tax preparation or investment management?
Yes, but only for our Private Client Members. Our one-time flat-fee plans do not include tax prep or on-going investment management, but they do provide professional guidance to help you make informed decisions on your own. If you ever decide you’d like more hands-on support, you can always upgrade to an ongoing relationship (membership).
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.