Products and Services

Securities and Advisory Services offered through Osaic Wealth, Inc., member FINRA/SIPC.  Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced are independent of Osaic Wealth.  KBK Wealth Strategies Inc. is a marketing name.

Prospective financial planning clients of KBK Wealth Strategies receive an initial consultation, during which the client's goals and the suitability of an ongoing relationship are discussed.  Once the specific client relationship is established, the following steps are suggested:

• Develop and prioritize specific short and long-term goals
  
• Analyze the client's financial situation and challenges
  
• Complete a questionnaire to determine appropriate personal risk tolerance
  
• Make recommended investment strategies
  
• Implement the agreed-upon recommendations
  

KBK Wealth Strategies can provide a turn key approach to wealth management that includes the following:

Investments

• Traditional IRA
  
• Rollover IRA
  
• Roth IRA
  
• SEP IRA
  
• Mutual Funds
  
• Brokerage Accounts
  
• Variable Annuities
  

Financial Planning

• Wealth Management
  
• Retirement Analysis
  
• 401(k) Accounts and Rollovers
  
• Optional Retirement Plan (ORP) Accounts
  
• 403(b) Accounts
  
• Estate Planning
  
• Taxation Implications
  

Risk Management

• Long-term Care Insurance
  
• Life Insurance