The team behind KC Financial Advisors is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Has only bought one brand new car - ever! (he says they are not particularly good investments). Sings with a contemporary Christian group on Sunday evenings at a really large Methodist church in South Johnson County.
David has over 35 years of experience in the investment business, with expertise in bonds, stocks, mutual funds, fixed annuities and various asset-backed securities. David recognizes the importance of implementing strategies to preserve his clients' wealth. He avoids subjecting their assets to unnecessary risk, market volatility, excessive taxes and fees.
David has over 35 years of experience in the investment business, with expertise in bonds, stocks, mutual funds, fixed annuities and various asset-backed securities. David recognizes the importance of implementing strategies to preserve his clients' wealth. He avoids subjecting their assets to unnecessary risk, market volatility, excessive taxes and fees.
Services
In celebration of Social Security's recently passed birthday, let's talk about four things you should know about it. How can you plan for Social Security as a part of your retirement plan? Before you buy an annuity (or rule one out), what do you need to know? David outlines three questions that will help you determine whether or not an annuity aligns with your goals and financial plan.
At KC Financial Advisors, our primary motivation is to help you achieve the retirement you've spent your lifetime working toward. By combining retirement income planning, tax strategy, estate planning and life investment management, we help you make your retirement dreams come true. For more information about any of the products and services listed here, schedule a meeting today or register to attend an event.
Our events focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. Attend one of our events to learn how addressing these concerns can help you feel more confident about the days ahead.
You can support their fundraising efforts, and read their families' stories, by donating to David Dicken's and David Cox's fundraising pages. We thank all of our KC Financial Advisors family for their support! I was just starting my Sophomore year in college. My older sister was a senior, and my younger sister and brother were still in high school.
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