NATIONAL CONSTRUCTION & REAL ESTATE GROUP WEALTH ADVISORS experience trust // relationships // expertise
WHAT DOES YOUR FUTURE HOLD? You want a principled wealth advisor who inspires confidence. We understand. Our reputation for candor and integrity means your best interests come first. BKD Wealth Advisors uses a fee-based approach that builds in accountability and allows you to capitalize on our unbiased advice. It s simple: Our success is tied to your success. Experience how our independent insights can help give you a sense of security. experience trust 4.8 OUT OF 5 Experience engagement with a wealth management firm that puts clients first. In a recent client satisfaction survey, we earned a score of 4.8 out of 5 points.* * The survey was sent in April 2015 to clients with assets under management of $750,000 or more and retired partners. The survey solicited information regarding clients likelihood of referrals, satisfaction level, expectations and overall comfort with BKD Wealth Advisors. Clients could remain anonymous in their responses. The survey response rate was 45 percent. The rating is an average response of all clients who participated in the survey and may not represent any one client s experiences or future performance. BKD Wealth Advisors paid ActiFi to conduct the survey. BKD Wealth Advisors is committed to transforming lives by helping our clients build a bridge from their wealth today to their dreams for tomorrow. If we don t do that, we re not doing our job. We focus on this every day. Jack Thurman // President
WHAT S YOUR DESTINATION? Planning a new business? Funding your children s education? Saving for retirement? Transferring your estate to the next generation? You need to know you re on the right course to making your dreams a reality. We listen to what s important to you. Then we build your plan from the ground up, tailoring it to your lifestyle and goals. And we back up our commitment with unmatched client service. Experience how our guidance can help give you the freedom to bask in life s finer moments. WEALTH MANAGEMENT SERVICES Financial & Retirement Planning Evaluate your goals and devise a plan Education Funding Estimate costs and funding methods Estate & Tax Planning Explore ways to protect and transfer your assets Benefit Plan Consulting Develop a plan that rewards owners and employees Investment Management Define investment objectives and build portfolio Charitable Gift Strategies Set philanthropic goals and enhance tax savings experience relationships BKD Wealth Advisors, LLC is an SEC registered investment adviser. A copy of our written disclosure statement is available upon request.
WHAT GIVES YOU PEACE OF MIND? experience expertise Investing doesn t have to be stressful. Our credentialed advisors know wealth management and financial planning inside and out and stay on top of industry changes with continuing education courses. Our advisors also have access to BKD s extensive network of tax, accounting and consulting acumen. We collaborate with other trusted professionals so you can spend your time focusing on the things that matter. With BKD Wealth Advisors, you can expect timely, in-depth advice from respected sources. When it comes to integrated wealth management, we take the time to explain our strategy in terms you can easily understand. We call this approach Wisdom for Your Wealth. 15 YEARS Experience attention from credentialed advisors with an average of more than 15 years of experience as well as designations and advanced degrees that include Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNER, Certified Investment Management Analyst, Certified Trust and Financial Advisor, Certified Public Accountant, Juris Doctor and graduate degrees in business and finance. BKD Wealth Advisors is independent and accountable to you. If you re looking for a customized, relationship-focused experience, this is it. We get to know you, develop a plan to help you reach your goals and stick by you as your dreams evolve. Steve Toomey // Principal
BKD THOUGHTWARE BKD s expertise spans a wide variety of industries and subjects, and our professionals share their knowledge in print, online and in person to help you advance your organization. Use the QR code below to sign up for BKD Thoughtware emails. // articles // emails // presentations // videos // webinars FOR MORE INFORMATION // Jack E. Thurman // President jthurman@bkd.com // 417.866.5822 1 1 bkdwa.com BKD Wealth Advisors, LLC, an investment advisory firm registered with the U.S. Securities and Exchange Commission, provides personal wealth planning, investment management and estate planning. BKD, LLP, a national CPA and advisory firm, provides consulting, tax, assurance and accounting outsourcing solutions to businesses, governmental entities, not-for-profit organizations and individuals. Praxity, AISBL, a global alliance of independent firms, provides our clients access to professional accounting and auditing firms committed to the high standards required in international business through our membership. BKD Corporate Finance, LLC, provides merger and acquisition, sales, management buyout, ESOP, recapitalization and financing services. Member FINRA and SIPC. 2015 BKD, LLP 9/15