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.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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The Sequence of Returns
A look at how variable rates of return impact investors over time.
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