Company Profile

Industry:Financial Services

Site:wkpcapital.com

Description:At WKP Capital, my business partner Steve Webb and I will take a holistic approach to your finances. We will prepare a complimentary financial plan and go over that plan to look at ways to maximize the money you are saving and minimize the taxes you are paying.
We will come up with proven strategies for investing your money to meet your short-term and long-term goals.
As an Independent Firm we work for you and not a product manufacturer. This enables us to find the best products for...

Specialties:Investment Plans, Retirement Planning, Qualified Plans, Insurance, Estate Planning

Founded:2012

Company size:1-10 employees