Other Services

At KDWallStreet Financial Services, we focus on serving the accounting and financial planning needs of our diverse clientele. We believe that, with careful planning, you can overcome any financial obstacle. Our experienced and versatile staff can help you to assess your financial needs and develop a plan to achieve financial security and face any challenge life brings. From detailed accounting to investment review and analysis to education, retirement, and estate planning services, we can help you to achieve your goals.

Mortgage Services

The housing crisis has left many prospective homebuyers and homeowners confused and worried, unsure of their options. At KDWallStreet Financial Services, our experienced professionals can provide the clear-sighted guidance you need when navigating the home financing market. We’ll help you to determine whether you qualify for a mortgage based on your current and projected income, and we’ll analyze the advantages or disadvantages of fixed-rate and adjustable mortgages as well as other aspects of home financing. For older homeowners, we can discuss options such as using a reverse mortgage as a source of income.

Investment Review and Analysis

The investment landscape changes rapidly, and savvy investors know that keeping their portfolios up-to-date and balancing risk and return is critical for investment success. At KDWallStreet Financial Services, our knowledgeable advisors have the experience and the insight to help you manage your money and maximize the return on your investments. We will perform a custom portfolio analysis and review the risks and returns of specific investments including stocks, bonds, cash, REITs, and limited partnerships. We can also help you to determine an optimal asset allocation for your unique personal and financial goals, time horizon, and risk tolerance.

Retirement Planning Services

It is never too early to start planning for retirement if you want to maintain your current lifestyle, or achieve an even better one. Careful planning helps you avoid common pitfalls and retirement planning mistakes and puts you on a solid footing to ensure that your retirement lives up to your expectations. At KDWallStreet Financial Services, our retirement planning specialists listen to your objectives and goals, evaluate your current circumstances, and collaborate with you to formulate a comprehensive, achievable retirement plan. We compare the relative benefits of stocks, bonds, and other retirement assets, and explain the differences between retirement plans, including standard IRAs, tax-deferred annuities, and Roth IRAs. No matter where you are now – whether just starting out or close to retirement age - KDWallStreet Financial Services can analyze your projected income and expenses and suggest investment funding techniques to help put you on the road to achieving your retirement dreams.