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Wealth management isn't just for the "wealthy"

There is no one set definition of "wealth". Many families forego working with a professional planner because they don't think they qualify. Some questions to consider when thinking of engaging help:

  1. Do you want to make sure you have a nice retirement?

  2. Do you have assets such as a home or outside investments that could be protected better?

  3. Do you have children to provide for and college tuition to consider?

Wealth management is simply money management and doing what is best for you and your family. You don't have to be a millionaire, you just need to be concerned about where your money goes and how you can keep more of it.

Contact one of our financial services experts for more information.

KDV Wealth Management continues to attract national media attention. 

For recent articles, click on the individual links below.  Please also visit our archives section for other articles KDV Wealth Management has been featured in. 

Watch KDV Wealth Management CEO, Dave Hinnenkamp on CNBC's Power Lunch

Bill Griffeth and Dennis Kneale of CNBC discuss the energy sector with Dave Hinnenkamp, CEO of KDV Financial Services. “I do like energy stocks, but we are in an energy bubble that will eventually burst,” says Hinnenkamp. “Right now we like consumer staples most.” Hinnenkamp also believes that the consumer discretionary sector and financials will provide returns for the patient investor.  Click here to watch Dave on CNBC, Tuesday, May 20, 2008.

Watch KDV Wealth Management CEO, Dave Hinnenkamp on CNBC's Power Lunch on Tuesday, March 18.  Click here for a recap of the appearanceClick here to watch Dave on CNBC

Watch KDV Wealth Management CEO, Dave Hinnenkamp as he makes his FOX Business

Watch KDV Wealth Management CEO, Dave Hinnenkamp as he makes his FOX Business debut on Thursday, February 21.  Click here for a recap of the appearanceClick here to watch Dave on FOX Business.  (Windows Media Player required)

On February 15, 2008, KDV Wealth Management CEO Dave Hinnenkamp lent his expertise to CNBC's Power Lunch.  Click here for a recap of the appearance.  Click To watch Dave's appearance, click here. (Windows Media Player required)

KDV Wealth Management CEO, Dave Hinnenkamp will be a regular guest on KNSI-1450AM.  Listen to Dave on Wednesday mornings from 9:35-10:00am.

KDV Wealth Management CEO, Dave Hinnenkamp lends expertise to Bloomberg Radio segment on December 28, 2007.  For a recap of the segment, click here. To listen to Dave's appearance, click here. (Windows Media Player required)

On November 19, 2007, KDV Wealth Management CEO Dave Hinnenkamp lent his expertise to a CNBC segment.  Click here for a recap of the segment.  To watch Dave's appearance, click here.  (Windows Media Player required)

KDV Wealth Management CEO, Dave Hinnenkamp featured on Bloomberg Radio, November 1, 2007.  For a recap of Dave's appearance, click hereClick here to hear Dave on Bloomberg Radio. (Windows Media Player required)


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