Who We Serve

KD Benefits is an educationally based insurance brokerage and wealth protection organization that is focused on helping business owners, women and baby boomers retire independently and on their own terms. For our business owners we also help them master the management of their employee benefit programs and business planning. Click here to learn more.

• Women

  Women tend to be great at multi-tasking, developing relationships, communicating and working together. We help them apply those same strengths to managing their money and planning for retirement.

• Pre-Retirees

  Pre-retirees and professionals are often busy with life and helping others, often neglecting to take care of their own financial affairs. We provide them a safe, comfortable process to identify a lifestyle they can maintain in retirement and create a plan to support that.

• Retirees

  The number one fear of retirees is running out of money! That coupled with the constant rising costs of health care can cripple even the best planned and saved for investment portfolio. We use safe money strategies to provide an income that cannot be out lived and a plan to cover the costs of expected and unexpected health care.

• Widows

  Losing a spouse is devastating and can be unexpected. Taking time to grieve, settling final expenses, and take on the sole responsibility for the family finances can be overwhelming. We gently guide our widowed clients through the process of getting their new financial house in order.

• Business Owners

  Business owners have unique complicated and demanding challenges when planning for retirement. They often have large expenses, including the cost of running a business, supporting a family and putting children through college. These demands can leave them limited on time and money to plan and fund their retirement. We serve our business owners in several ways. We help them create and manage their benefit programs including retirement planning for their employees. We help them plan for their personal health care financing and guaranteed income at retirement and we help them with business planning for un-foreseen issues like the death or disability of a partner or key employee.

Contact Us for more information or to make and appointment.