Frequently Asked Questions

How well do you understand your money? KC Wealth Management Advisors go beyond the basic information of numbers and charts by helping you understand exactly what your money is doing and devising a personalized plan to make your money work for you.

There are many ways to ensure financial growth and reach your goals. During your complimentary Financial Needs Analysis, we will discuss several options such as investments, savings strategies, legal assistance, and insurance. Your goals decide which approach is right for you.

Our strategic partnerships with some of the largest and most reputable investment firms in the country give us a unique advantage by allowing us to offer our clients a wide variety of top tier products for the entire family. A KC Wealth Management Advisor can assist you in determining what investment strategy is the best for you and your family by discussing the different options that are available such as:

• Mutual Funds
• Exchange-Traded Funds (ETFs)
• Money Market Funds
• Retirement Plans: 401(k), 403(b) and 457(b)
• College Savings Plans: 529(b)

* All investments involve risk, but your KC Wealth Management Advisor can help you understand those risks and guide you to select a strategy that matches your investment goals and risk tolerance.

Term life insurance provides coverage for a specific period of time, or "term" of years. If the insured person dies within the "term" of the policy and the policy is still in force (active), then the death benefit is paid out to the beneficiary. This type of insurance typically allows clients to initially purchase more insurance coverage for less money (premium) than other kinds of life insurance.

Because we believe in truly delivering the best value for families, KC Wealth Management Services will never "sell" you life insurance as an investment vehicle. Instead, we've partnered with the #1 Life Insurance provider in North America to educate families on the power Term Life Insurance coupled with a separate investment plan tailored to your specific needs.

As a family owned business we understand the complexities of balancing work and family time while trying to get your affairs in order, so we offer round-the-clock consultations in-person, by phone, or video conferencing. We are available 7 days a week and are state & federally licensed to service you wherever you may be. Schedule your consultation today by calling (951)268-9022 or send us your information in the 'Contact Us' section below.

KC Wealth Management Services fue fundado por una familia Latina para las familias Latinas. Entendemos lo difícil que es para miles de personas que viven dentro de los Estados Unidos al no tener un claro entendimiento de sus finanzas, ni alguien al quien poder hacerle preguntas. Nuestra misión es educar y asesorar a la comunidad hispana para poder crear estabilidad y prosperidad económica para todos. Programe una consulta gratuita con su Asesor de Finanzas lo antes posible llamando al (951)268-9022 o envíenos su información directamente en la sección de 'Contact Us'