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Our Holistic Financial Plan offers

I

built on trust

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Our Mission

Financial Planning is our business. Our professionals utilize tax strategies to enhance our clients’ financial positions in investments, insurance, and estate planning. The client's best interest is considered paramount in all of our recommendations.

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KRC Wealth Management

Comprehensive Financial Planning 

Certified Financial Planner™ (CFP™), Personal Financial Specialist (PFS) & Certified Public Accountant (CPA)

Your goals are the foundation for customized portfolios comprising passive and active solutions, with access to public and private markets.

The Comprehensive Financial Plan
Financial Data

Investments

Seeks to ensure financial independence. Maintain your lifestyle, family expenses, and liquidity reserve.

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Insurance Agent

Insurance

Designed for lifestyle enhancement, discretionary spending, wealth transfer, community and philanthropy.

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Taxes

Strategic tax planning and tax reporting significantly impacts your ability to meet your overall financial objectives. 

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Wheelchair Guidance

Medicare

Discover how our expert guidance can simplify Medicare for you, ensuring you make informed decisions for your healthcare needs. Click here to learn more and find the right plan for you.

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Team

The core of our business is founded on trust that we can deliver and that our clients interest comes first. 

Financial Consultation

Complimentary Consultation

Book a complimentary consultation with one of our planners to discuss your financial issues to include a second opinion of your existing plan. 

 

We can help with: 

  • Calculate your financial capital needs for retirement.

  • Life insurance needed to protect your family in case of premature death of the breadwinner of the family.

  • Best allocation of your financial resources.

  • Tax strategies that significantly improve your investment returns.

Insights

Stay informed with our featured blog posts.

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Strategies for growth, risk management, and market volatility

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"Keith does an exceptional job to make sure that his clients have the knowledge and tools that they need to make the most informed decision possible. Each clients plan is unique and well thought out and he takes the time to really listen to every care and address any concerns they might have."

Bethany R.

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