At KDI Wealth Management, we strive to create a personalized financial roadmap, which may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies when you need to pivot.
In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance. This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k). When your child has income, there's a good chance that he or she will need to report it and pay taxes.
In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance. This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k). When your child has income, there's a good chance that he or she will need to report it and pay taxes.
Services
It's understandable why you may want to know who you will be working with, what credentials and licenses we have or the roles each of our team members play in working with you. Meet our team below. We are ready to serve you.
Specializations: Advanced Wealth Planning Investment Planning Wealth Preservation/Estate Planning Business Contingency Planning Retirement Plan Consulting FINRA Series 7, 24, 63, and 65 securities registrations through Commonwealth.
Specializations: Advanced Wealth Planning Investment Planning Wealth Preservation/Estate Planning Business Contingency Planning Retirement Plan Consulting FINRA Series 7, 24, 63, and 65 securities registrations through Commonwealth.
If you would like to access your account online but do not have login credentials, please contact our office for assistance. Most clients will use the Investor360°(R) button to access detailed account information and their monthly consolidated statements online. Watch this short video to learn how Investor360° delivers easy online access to your complete financial life.
The KDI Intentional Wealth Process is a disciplined practice that promotes financial clarity. As part of the process, you collaborate with our team to articulate your goals and plan for your financial needs. When your goals and needs are established, we then make specific recommendations, implement those recommendations, and meet periodically to review and make changes to your financial plan and investments.
We are proud to partner with Commonwealth Financial Network(R), a Registered Investment Adviser-broker/dealer that helps independent advisors like us serve their clients. Commonwealth is independently owned and managed, which means the firm can act in the best interests of its financial advisors and their clients-not shareholders.
Our partnership with Commonwealth Financial Network(R), a leading Registered Investment Adviser-broker/dealer, provides us access to a team of investment research specialists who assist us in our efforts to provide you with the best possible service. Each of the professionals on this team brings a breadth of experience in the industry and within his or her own specialization.
Reviews
Be the first to review Kevin Dick Investment Management Group.
Write a Review