Professional Help

Experts exist in all professions, when you need legal advice you go to a lawyer, when you need medical advice you ask a doctor, and for help in managing your wealth you go to another professional, an investment advisor.

In economics, division of labor is a term used to define the basic difference in our economy today versus thousands of years ago. We invest time in ourselves to learn a skill that can be applied to a profession. Other people then pay us for the services we can offer or the products we can provide. Most people do not grow their own food, drill for their own oil or build their own house. We pay others for these things in order to focus on our jobs and spend time with family and friends. During most of human history the economy did not operate in this fashion. When it comes to complex issues such as allocating financial resources, interpreting the tax code or handling legal matters, many attempt to venture out on their own. This presents drawbacks and risks a professional has faced before and understands how to manage.

There is an old saying, "You don’t know what you don’t know." A lack of knowledge and experience creates an expected level of ignorance about the many complexities involved in handling certain responsibilities correctly. Similar to eating a fine meal prepared by a skilled chef, you may be able to try to replicate their success yourself, but the odds are low the outcome will be as satisfactory.

Through our services and partnerships, we offer exceptional professional help that will put your mind at ease. We are a trusted partner, here to guide you over any financial hurdle.

Estate Planning, Trusts & Wills

Practical Plans

Practical Plans is an innovative estate planning solution for people who trust that they can make the right choices following guidance from an experienced attorney. Estate planning attorney Mark Powell created Practical Plans after talking with countless families and individuals looking for an affordable way to create living trusts. Practical Plans is an affordable (flat-fee), easy-to-use, web-based questionnaire that generates a legally binding living trust, reviewed by an attorney, for California residents.

A typical, simple plan costs $1,250. This fee may increase if you require us to transfer real estate assets for you. Each deed will cost about $200 if that becomes necessary.  There are other companies that provide similar services, so you have choices about how to get that part of the work done.

The fees are 50 – 75% less than the average law firm planning process for several reasons.

  1. You participate in the drafting process, which means you do not have to pay a professional’s hourly rate for data entry.
  2. Practical Plans are tailored to meet the needs of our typical client, which means you are not helping to pay the cost of programming overly complicated documents.
  3. We meet through the Internet, which means our fees do not need to cover expensive office space.

Clients of KPP Financial get $100 off the planning process.  To begin planning your estate, trust or will simply click here.

Portfolio Review

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Description: Get a free expert opinion on your current financial standing, or more info on our investment programs. We have helped thousands of people in the past and we can assist you via an in person meeting, phone call or e-mail.