KDP Wealth Management, LLC.

KDP Wealth Management, LLC. Your tax and financial advisors working together! At KDP Wealth Management, LLC., we take a holistic approach to retirement and financial planning.

We recognize that each of our clients has unique needs and wishes for their overall financial picture. Our practice partners closely with KDP CPA’s to provide each client with tax-optimized wealth management solutions and strategies. With our comprehensive approach, we provide specialized financial plans designed to address: Tax Planning, Retirement Planning, Investment Planning, Education Plannin

g, Insurance Planning, Business Planning, Estate Planning, Asset Preservation and Income Protection. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. (www.finra.org, www.sipc.org)
Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantaxwealthmanagement.com/social_policy/ for more information.

The last astronaut from the Apollo 7 missions has passed away. CBS News details the life of Walter Cunningham:
02/02/2023

The last astronaut from the Apollo 7 missions has passed away. CBS News details the life of Walter Cunningham:

Cunningham was one of three men who served on the first human test flight of the Apollo spacecraft, a mission that helped pave the way for astronauts to walk on the moon for the first time just months later.

01/31/2023
Have you ever wondered what a dust devil on Mars sounds like? Thanks to the Perseverance rover, we now have our answer! ...
01/29/2023

Have you ever wondered what a dust devil on Mars sounds like? Thanks to the Perseverance rover, we now have our answer! AP News has the story:

CAPE CANAVERAL, Fla. (AP) — What's a dust devil sound like on Mars? A NASA rover by chance had its microphone on when a whirling tower of red dust passed directly overhead, recording the racket. It's about 10 seconds of not only rumbling gusts of up to 25 mph (40 kph), but the pinging of hundreds ...

Ever heard of a Roth 401(k)? Would one be right for you?
01/28/2023

Ever heard of a Roth 401(k)? Would one be right for you?

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

Your may impact what you pay for auto and home .
01/26/2023

Your may impact what you pay for auto and home .

Your credit score may influence how much you pay for auto and home insurance.

A disability could keep you from work and increase costs. How can you protect yourself?
01/24/2023

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retir...
01/21/2023

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

Address

841 O'Hare Parkway, Suite 200
Medford, OR
97504

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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