Carli Harvey's Contact Details

Carli Harvey's Company Details

KDP Wealth Management, LLC

Medford, Oregon, United States • 4 Employees
Financial Services

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 Planning, 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.