Wealth Plan

What are your dreams for the future? What do you want for your family? What are your goals and aspirations? A secure future? Early retirement? Money for your children's education? Travel? Golf? A new business venture?

BKD's WealthPlan team can help you work toward your goals. Our CPAs, financial planners, investment and insurance advisors and estate planners have the experience and expertise to help you reach your personal and financial goals through an approach called WealthPlan.

WealthPlan is BKD's family of professional services to help you grow, preserve and protect your wealth. Our integrated suite of services combines advanced techniques and tools in tax, estate, retirement, financial and investment planning with the insight, vision and experience of our wealth advisors.

WealthPlan can be as broad or narrow in scope as you wish. You may want a fully integrated financial plan that covers retirement, estate and tax planning, investment management and risk management. Or you may want something as simple as a tax return, tax projection, budget or personal financial statement. The scope depends on you.

Through your WealthPlan advisor, you will have access to the intellectual capital of a national CPA and advisory firm, BKD, LLP; to BKD Wealth Advisors, LLC, our investment advisory subsidiary registered with the Securities and Exchange Commission, which provides investment management, personal wealth planning and estate planning solutions; and to BKD Insurance, a wholly owned subsidiary of BKD, LLP, which facilitates the delivery of BKD's WealthPlan insurance solutions, through a professional relationship with an independent insurance company.

Other wealth-planning consulting firms typically offer only investment services or only financial plans. The BKD advantage to wealth planning is that we add our CPAs' tax, accounting and financial problem-solving abilities to the mix. The result is WealthPlan, a full suite of wealth-planning services from a single source: BKD.