Plan for your future
Financial Planning for Families & Individuals
At The Weddle Team, we work to help families & individuals build, protect, and manage wealth with personalized financial planning. Whether saving for retirement, your children’s future, or long-term goals, our advisors create tailored strategies for financial confidence.
A Simple, Supportive Approach For Families
Stabilize, Optimize, Maximize
As life grows, so does financial complexity. From daily budgeting to generational planning, we aim to help families & individuals bring clarity, strategy, and purpose to their finances—so you can focus on what matters most.
Stabilize: Gain Financial Clarity
Are you asking yourself – “Will our family be financially confident”?
Managing finances for a growing family or facing big changes can feel overwhelming. We help you get organized and confident about your future.
What We Provide:
- Family cash flow modeling
- Retirement and education planning
- Insurance and emergency fund review
Desired Outcome:
Confidence and stability during uncertain times.
Optimize: Steer Your Family’s Future
Are you asking yourself – “Can we protect and grow our wealth for future generations?”
We bring structure and strategy to your family finances—factoring in tax implications, coordinating across advisors, and preparing for the next stage.
What We Provide:
- Intergenerational planning
- Charitable giving strategies
- Holistic coordination of finances
Desired Outcome:
Diversified investment strategies designed to align with your financial goals.
Maximize: Build a Legacy That Lasts
Are you asking yourself – “How do we pass on more than just money?”
You want your family to thrive for generations—without entitlement or confusion. We help you design a financial legacy rooted in values.
What We Provide:
- Structured inheritance plans
- Family meetings and education
- Multi-generational giving strategies
Desired Outcome:
A values-aligned legacy that empowers future generations.
KFAS and its representatives do not provide tax advice. Any discussion of tax matters on this website is for informational purposes only and is not intended to be relied upon for tax planning. Clients and website visitors are strongly encouraged to consult with a qualified tax professional regarding their specific tax situation.
A Goal-Driven Approach to Growing Wealth
Our Approach to Investment Management
Build a Strong Portfolio
Diversified investment strategies aligned with your financial goals.
Manage Risk & Market Volatility
Balanced approaches to help protect wealth while maximizing returns.
Plan for Retirement
Investment solutions designed for working toward portfolio preservation and sustainable cash flow goals
Save for Future Generations
Wealth-building strategies to help secure your family’s financial future.
Optimize Tax Efficiency
Smart investing to reduce tax burdens and maximize gains.