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BKD Wealth Advisors Brochure

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BKD W EALTH A DVISORS W EALTH M ANAGEMENT S OLUTIONS Wisdom for Your Wealth
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Page 1: BKD Wealth Advisors Brochure

B K D W E A L T H A D V I S O R S

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

Page 2: BKD Wealth Advisors Brochure

Finding the insight to help you reach your financial goalscan be daunting. You’re inundated with data about finan-cial markets, and opinions abound from media experts.Yes, online tools help you make the latest financial calcula-tions but which savings, investment and distribution methods will work best for you and your dreams?

At BKD WEALTH ADVISORS our passion is understandingyou. After all they’re your dreams for the future. Youalone know what is true and right for your family.

Our job is to listen and help translate your vision intomeasurable goals.

We call this Wisdom for Your Wealth. For we believe that wisdom is the essence of wealth management. You supplythe dreams, we’ll provide the knowledge and sound judgment to help make them a reality.

BKD WEALTH ADVISORS provides Wisdom for Your Wealth.

Wisdom for Your Wealth

Page 3: BKD Wealth Advisors Brochure

BKD WEALTH ADVISORS offers personalized wealth management solutions through a defined process including identification of your life objectives, financialgoals and challenges, proper management of your financial resources, identification of new opportunities, effective cash management, investment management, tax-efficient education funding and the formulation of wealthtransfer strategies.

Are you in touch with your dreams for your life? Have you translated that vision into measurable goals? A comfortable retirement. Providing for your children’s orgrandchildren’s education. Sustaining your family’s legacy.Planning for a new business venture or passing on an existing business to the next generation.

Maybe you see a future need to care for elderly parents orto provide indefinitely for a child’s special needs. What arethe obstacles to realizing your dreams?

Wealth Management

Our approach to wealth management beginswith you. Through a process of discovery focused on your needs and life objectives, our advisors can help you tailor an integratedwealth management plan that bridges today’sdreams to tomorrow’s realities.

Wisdom for Your Wealth

Page 4: BKD Wealth Advisors Brochure

Why Choose BKD WEALTH ADVISORS

We focus on integrated wealth management, whichmeans our advisors understand your needs and can facilitate adjustments across the numerous financial facetsof your life.

We believe in building enduring personal relationships

where you can work with someone who grasps what is important to you now and in the future.

We put our expertise to work for you. Our advisors haveyears of experience and multiple designations includingCFA®, CIMA® and CFP ®.

In addition, our advisors have access to BKD, LLP’s

CPAs and other wealth planning partners.

Our fee-based business model allows us to maintainindependent judgment, which means we put your interests ahead of our own.

Page 5: BKD Wealth Advisors Brochure

Wisdom for Your Wealth

Whether it’s your family’s financial goals or your businessneeds, we offer you a wealth of resources. With our access to BKD, LLP’s CPAs and other wealth planningpartners, you will have the resources of the 10th largestCPA 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.

A Wealth of ResourcesWisdom for Your Wealth

Page 6: BKD Wealth Advisors Brochure

For a complete list of our offices and subsidiaries and their contacts, visit:

The BKD Experience: Unmatched Client ServiceBKD 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.

BK D,LLP is one of the 10 largest CPA and advisory firms in the U.S. and the firm of choicefor growing companies and high net-worthindividuals. We help clients go beyond their numbers by applying our technical expertise,unmatched client service and disciplined deliv-ery of solutions to their management and finan-cial needs.

As a member of Praxity, AISBL, a global alliance of independent firms, BKD offers multi-national clients a gateway to the global market-place with services delivered by alliance firmsthat are committed to the highest standards required in international business.

About BKDBKD Corporate Finance,LLC provides merger and acquisition, sales, management buy-out, ESOP, recapitalization, financing and IPO advisory services. Member FINRA and SIPC.

BKD Wealth Advisors,LLC is an investmentadvisory firm registered with the Securities andExchange Commission, providing the WealthPlansolutions of personal wealth planning, investmentmanagement and estate planning.

BKD Foundation is our 501(c)(3) not-for-profitfoundation that enriches BKD’s local communitieswith financial support and our commitment of time.

© 2007 BKD,LLP 11/07

Denver303.837.3581

Indianapolis317.383.4000

Kansas City816.842.1935

Little Rock501.375.5200

Springfield, MO800.600.4281

St. Louis, MO314.621.8970


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