3806 Market Street
At KCA Wealth Management, we are committed to keeping our community up to date on the latest retirement and financial planning news. We pride ourselves in providing education to our community. For over 18 years, KCA Wealth Management has been hosting courses on topics such as Financial, Retirement, Estate, Business, Social Security, Medicare, and Long-Term Care Planning. These courses are strictly educational, and are sponsored or hosted by local colleges, universities, and non-profit organizations. The courses are designed to give you the tools to create your own peace of mind and assist you in reaching your goals, dreams and vision of the future.
KCA believes that Financial and Retirement Planning without a clear plan is like starting a journey without a map. Our mission is to create a clear understanding of your financial life and have you feel a sense of confidence in your future—and we believe education is the foundation.
Keep You Informed and Educated
We believe education is the foundation for understanding your financial life and feeling a sense of confidence in your future. Using real-life examples, we'll bring complex topics to life and walk you through our strategies for pursuing your goals.
Build a Clear Plan for Supporting Your Goals, Vision, and Values
Investing without a clear plan is similar to starting a journey without a map: You'll go somewhere, but the trip will be circuitous and challenging—and you probably won't end up where you hoped to arrive. Outcome-focused strategies are at the heart of our work, we strive to build a path to your goals as clearly and quickly as possible.
Eliminate Unseen Risks
Surprises have no place in a well-planned wealth management program and unseen risk can keep you from achieving your goals. From high tax liabilities and account fees to missing powers-of-attorney or insurance documents, new clients often carry unrecognized risks. Before directing our attention to your greatest opportunities, we focus on uncovering—and filling—every gap in your financial life.
Provide Unbiased Support
As an independent advisory firm, we are client advocates, assisting our clients with identifying what the right solution is to match their financial goals. You will have access to a full universe of investments and opportunities, and our recommendations will always reflect what we feel is in your best interest.
Synchronize Your Entire Financial Life
Your financial life has many components—and they all need to work together. We collaborate with other professional advisors, including attorneys and CPAs, to align our individual expertise toward your unique needs and goals.
Turn Down the Noise
From TV pundits to online “experts,” investment hype and opinions are everywhere. With information constantly bombarding everyone, determining what is relevant and credible can be difficult. Our team applies meaningful data and planning to your specific needs and priorities—so you can tune out the chatter and focus on enjoying your life.
Love and Treat You Like Family
We at KCA believe you are deserving of financial allies who truly invest in your success. For the rest of your lives and across generations, we are here to provide you and your family with straightforward caring advice you can depend on.