KWP Service Menu

Investment Planning

We design and monitor a custom investment solution centered around your unique life goals, preferences and risk tolerance.

Retirement
& Cash Flow Planning

We use a cash flow centered approach to help those working determine the right amount and type of savings needed while helping retirees build a sustainable withdrawal plan. We carefully integrate outside income sources such as pensions, annuities and social security.

Tax Planning

It is not just what we earn or grow. It is what we keep after taxes that impacts our lifestyle. We build savings and withdrawal plans with a focus on both short-term and long-term tax efficiency.

Investment Planning

  • Customer Portfolio Design & Rebalancing
  • Qualified Plan Advice (e.g., 401k)
  • Tax Optimized Asset Location
  • Tax Gain & Loss Harvesting
  • Cash Management & Emergency Reserves
  • Real Estate Property Analysis
  • Separately Managed Accounts*
Financial Planner

Retirement & Cash Flow Planning

  • Retirement Monte Carlo Analysis
  • Retirement Income & Distribution
  • Withdrawal Policy Statement (if retired)
  • Retirement Guardrail Report
  • Social Security Claiming Strategies
  • Savings Policy Statement (if not retired)
  • Budgeting Resources
Retirement Planning

Tax Planning

  • Customized Tax Report (Previous Yr)
  • Detailed Tax Projections (Current Yr)
  • Backdoor Roth IRA Coordination
  • Roth IRA Conversion Analysis
  • CPA & Tax Preparer Communication
  • Expat Tax Planning
  • Tax Return Preparation Services*
Tax planning

Insurance Planning

  • New Insurance Policy Implementation*
  • Life & Disability Insurance Needs
  • Long-Term Care Insurance Evaluation
  • Medicare Plan Selection
  • P&C, Auto & Umbrella Policy Review
  • Other Insurance Policy Evaluation
Insurance Planning

Estate Planning

  • Estate Goal & Gap Identification
  • Account beneficiary Review & Updates
  • Wealth Transfer & Charitable Giving
  • Estate Tax Reduction Strategies
  • Advanced Trust & Creditor Protection
  • Estate Plan Implementation & Updates*
Estate Planning

College & Debt Planning

  • College 529 Plan Recommendations
  • Late Stage Education Funding Strategies
  • Student Loan Strategies
  • Debt Payoff Prioritization
  • Mortgage Payoff & Refinancing
  • Review Credit Scores & Credit Report
College and Debt Planning

Executive Benefit & Business Planning

  • Annual Open Enrollment
  • Group Health Insurance Selection
  • Restricted Stock & Stock Purchase Plans
  • Non-qualified & Incentive Stock Options
  • Deferred Compensation Elections
  • Business Planning (Light to Complex)
Executive Benefit & Business Planning

These services are included for clients engaged in ongoing financial planning and investment management. The scope of services covered in Initial Financial Planning is limited. See KWP Services and Pricing. Complexity based fee add ons may apply. This is a list of the services offered by our firm, but as our services evolve, it may not capture everything. If there’s a
service you desire that’s not on the list or shown as excluded, let us know. We may be able to add it in the future or connect you with a resource outside of our firm.
*Additional third-party costs apply; please contact us for additional details.

Schedule your Discovery Meeting

When we meet, I want to help you make an educated and informed decision about our firm. I’ll try to answer any questions you have. I will also have several questions to better understand your goals and financial situation. Before our meeting ends, I’ll be sure to provide you with a high-level overview of the clients we serve, our services, and pricing
Schedule A meeting

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