BKD Wealth Advisors Brochure


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BKD Wealth Advisors Brochure

  1. 1. BKD WEALTH ADVISORS W E A L T H M A N A G E M E N T S O L U T I O N S Wisdom for Your Wealth
  2. 2. Wisdom for Your Wealth Finding the insight to help you reach your financial goals Our job is to listen and help translate your vision into can be daunting. You’re inundated with data about finan- measurable goals. cial markets, and opinions abound from media experts. Yes, online tools help you make the latest financial calcula- We call this Wisdom for Your Wealth. For we believe that tions but which savings, investment and distribution wisdom is the essence of wealth management. You supply methods will work best for you and your dreams? the dreams, we’ll provide the knowledge and sound judgment to help make them a reality. At BKD WEALTH ADVISORS our passion is understanding you. After all they’re your dreams for the future. You BKD WEALTH ADVISORS provides Wisdom for Your Wealth. alone know what is true and right for your family.
  3. 3. Wisdom for Your Wealth Our approach to wealth management begins with you. Through a process of discovery focused on your needs and life objectives, our advisors can help you tailor an integrated wealth management plan that bridges today’s dreams to tomorrow’s realities. Wealth Management Are you in touch with your dreams for your life? BKD WEALTH ADVISORS offers personalized wealth Have you translated that vision into measurable goals? management solutions through a defined process A comfortable retirement. Providing for your children’s or including identification of your life objectives, financial grandchildren’s education. Sustaining your family’s legacy. goals and challenges, proper management of your Planning for a new business venture or passing on an financial resources, identification of new opportunities, existing business to the next generation. effective cash management, investment management, tax- efficient education funding and the formulation of wealth Maybe you see a future need to care for elderly parents or transfer strategies. to provide indefinitely for a child’s special needs. What are the obstacles to realizing your dreams?
  4. 4. Why Choose BKD WEALTH ADVISORS We focus on integrated wealth management, which means our advisors understand your needs and can facilitate adjustments across the numerous financial facets of your life. We believe in building enduring personal relationships In addition, our advisors have access to BKD, LLP’s where you can work with someone who grasps what is CPAs and other wealth planning partners. important to you now and in the future. Our fee-based business model allows us to maintain We put our expertise to work for you. Our advisors have independent judgment, which means we put your years of experience and multiple designations including interests ahead of our own. CFA®, CIMA® and CFP ®.
  5. 5. Wisdom for Your Wealth A Wealth of Resources Wisdom for Your Wealth Whether it’s your family’s financial goals or your business needs, we offer you a wealth of resources. With our access to BKD, LLP’s CPAs and other wealth planning partners, you will have the resources of the 10th largest CPA and advisory firm in the country at your fingertips. BKD handles the solutions you’d expect from a CPA firm: Strategic tax planning Succession planning Personal financial statements Accounting and tax issues related to trusts and estates BKD WEALTH ADVISORS’ solutions include: Financial goal setting Financial planning Cash management Education funding Estate planning Risk management Investment management Charitable gift strategies We call this coordinated approach WealthPlan. To learn more about our solutions, contact BKD WEALTH ADVISORS or visit bkdwa.com.
  6. 6. The BKD Experience: Unmatched Client Service BKD Wealth Advisors wants to put their experience to work for you. Our good name and reputation rest on how well our service and solutions work for you and your family. We are committed to delivering unmatched client service, a goal we call simply the BKD Experience. This experience is based on our PRIDE values of passion, respect, inte- grity, discipline and excellence as well as our mission, whose first objective is excellence in client service. Together, our values, our mission and our commitment to unmatched client service guide our professional advisors in delivering results with integrity: solutions that are ethical, practical, timely and affordable. About BKD BKD, LLP is one of the 10 largest CPA and BKD Corporate Finance, LLC provides advisory firms in the U.S. and the firm of choice merger and acquisition, sales, management buy- for growing companies and high net-worth out, ESOP recapitalization, financing and IPO , For a complete list of our individuals. We help clients go beyond their advisory services. Member FINRA and SIPC. offices and subsidiaries numbers by applying our technical expertise, and their contacts, visit: BKD Wealth Advisors, LLC is an investment unmatched client service and disciplined deliv- advisory firm registered with the Securities and ery of solutions to their management and finan- Exchange Commission, providing the WealthPlan cial needs. solutions of personal wealth planning, investment As a member of Praxity, AISBL, a global Little Rock management and estate planning. Denver alliance of independent firms, BKD offers multi- 303.837.3581 501.375.5200 national clients a gateway to the global market- BKD Foundation is our 501(c)(3) not-for-profit Springfield, MO Indianapolis place with services delivered by alliance firms foundation that enriches BKD’s local communities 317.383.4000 800.600.4281 that are committed to the highest standards with financial support and our commitment of time. St. Louis, MO Kansas City required in international business. 816.842.1935 314.621.8970 © 2007 BKD, LLP 11/07