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8901 E Pima Center Parkway Suite 205 Scottsdale, AZ 85258

480-434-6390
kevin@kdiwealth.com
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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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Tailored to You

We take a personalized approach to your wealth management needs.

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Dedicated Professionals

Our experienced team shares a passion for helping you pursue your goals.

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A Holistic Approach

Our process focuses on paving a path that guides you toward your goals.

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Retirement Income Planning

Retire like you mean it!

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Where Do You Want Your Financial Roadmap to Take You?

Where Do You Want Your Financial Roadmap to Take You?

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.

Why Work With Us?

We are committed to providing a high level of service, which stands apart from the rest.

How Do We Work?

We work with you to create customized strategies that address your personal needs.

What Do We Offer?

We offer comprehensive wealth management and retirement planning strategies.

Forbes Best-In-State

Forbes Best-In-State

Women's Choice Award

Women's Choice Award

<span>2021, 2022, &#38; 2023 Five Star Wealth Manager Recipient</span>

2021, 2022, & 2023 Five Star Wealth Manager Recipient

2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

2023 Women’s Choice Award, created by Women Certified Inc. Presented on a rolling basis based on data as of Dec. 31, annually.  86 advisors were considered,  76 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

2021 - 2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in September 2023 based on data gathered within 12 months preceding the issue date. 2,286 advisors were considered, 97 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

Self-Employed Retirement Plans

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?
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The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?
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