Individuals

BKD provides tax and financial planning, estate services, retirement planning, gifting and wealth planning assistance to thousands of individuals, including young, working couples; individuals in mid-life building their careers and wealth and planning for retirement; and retired couples focused on gifting and estate planning. Many but not all of these individuals are the owners or former owners of businesses, which also rely on BKD’s solutions for success.

Together, with BKD Wealth Advisors, LLC and BKD Corporate Finance, LLC, BKD offers a wide variety of financial advisory services that address your needs as you transition through life.

BKD's tax advisors have been timely and responsive and their advice has helped me make decisions that reduced my tax burden. They also have scrutinized the tax implications of my investments held with BKD Wealth Advisors, and that's been extremely helpful, too.

— Texas Retiree

Tax planning & projections
Succession planning
WealthPlan services
Investment advisory services —
BKD Wealth Advisors, LLC
Retirement planning
Gift planning
Business valuations for gifts
Education expense planning
Estate planning
Preparation of returns for income tax, trusts, gifts & estates
Representation before the IRS
Preparation of personal financial statements
Financial settlements in separation & divorce

For More Information

Contact your BKD advisor or:

Jack Thurman
WealthPlan Managing Partner
417.831.7283