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.
Discover alternative investment options, such as Delaware Statutory Trusts.
Consider the various tax implications of your best path forward.
Get full-service support as you transition into the next phase of life.
Investment
Advisor
Planning
Management
Tax Services
Investments
Insurance
Estate Plan
Enrolled Agent
Planning
Management
Tax Services
Investments
Insurance
Estate Plan
Planning
Management
Tax Services
Investments
Insurance
Estate Plan
Planning
Management
Tax Services
Investments
Insurance
Estate Plan
(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.
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!
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.
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.