Helping Develop an Estate Plan Specific to Your Situation
A well-crafted estate plan is made up of two distinct yet interrelated parts—a plan for the passage of your assets and the documents that will put your plan into effect both while you're alive and at your passing. Our professionals will work with you and your legal counsel to develop an estate plan that considers many aspects of your circumstances.
We understand your situation is unique and your plan should be crafted around your family, business, and desired legacy. Our discovery process will help you arrive at specific goals using estate-planning strategies and implemented with well-crafted documents.
Talk to one of our trusted advisors to learn more about how we can help design an estate plan specifically for you.
Benefit Plan Consulting
Our Benefit Plan Consulting practice provides plan design, implementation, compliance testing and administration, government filing, record-keeper searches, investment consulting, and employee education services to retirement plan sponsors.
Read MoreFinancial & Retirement Planning
Your financial plan should be unique to your situation—there are no off-the-shelf solutions. Using your goals as our guide, we can help you create and maintain a solid financial plan that allows you to spend more time focusing on what’s most important.
Read MoreInvestment Management
Our investment philosophy centers on managing both risk and return with a process that places your interests first. Our approach, rooted in decades of academic and market research, can help investors avoid major pitfalls.
Read MoreBKD Wealth Advisors
BKD Wealth Advisors uses extensive professional knowledge to build a unique plan tailored to your objectives. Our role as a fiduciary means you can be confident we put you and your interests first.
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