KFB Wealth Group

KFB Wealth Group KFB Wealth Group is a full service financial and investment planning services firm. Because the most important things in life aren't things.

We create personalized financial plans that focus on what matters most to you. Regardless of your life stage, income or goals, we can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets.

Today, we pause to remember and honor the brave men and women who served our country. 🇺🇸Wishing everyone a meaningful Me...
05/25/2026

Today, we pause to remember and honor the brave men and women who served our country. 🇺🇸

Wishing everyone a meaningful Memorial Day, from your KFB Wealth Group Team.

Since May of 2020, Stacey has been a steady, caring presence at KFB Wealth Group, and we’re pretty thankful for that.Whe...
05/22/2026

Since May of 2020, Stacey has been a steady, caring presence at KFB Wealth Group, and we’re pretty thankful for that.

Whether she’s helping clients, supporting the team behind the scenes, or simply bringing warmth into the office each day, Stacey does it all with consistency and heart.

Six years later, we’re still grateful she walked through our doors. Thanks for everything you do, Stacey!

Is a trust an estate planning strategy that is right for you?A trust might make sense if:• You want to avoid probate and...
04/28/2026

Is a trust an estate planning strategy that is right for you?

A trust might make sense if:
• You want to avoid probate and keep things private
• You have minor children or want to control how and when assets are distributed to your heirs
• You want to plan for incapacity, not just what happens after death
• You have a more complex financial situation or specific wishes for your assets after you pass.

A trust can involve more upfront planning, costs, and ongoing management compared to a simple will.

It is important to know if trusts fit your situation and your goals.

The best plan is the one that gives you clarity, control, and confidence. Reach out today to discuss more in depth if a trust is right for you.

One of the most important parts of your estate plan isn’t in your will.It’s your beneficiary designations.Accounts like ...
04/16/2026

One of the most important parts of your estate plan isn’t in your will.

It’s your beneficiary designations.

Accounts like retirement plans, life insurance policies, and bank accounts will pass directly to the person or multiple people listed as beneficiary, avoiding probate completely.

That means it is critical to make sure your beneficiaries are complete and up to date.
• An outdated beneficiary can override your current wishes
• Major life changes (marriage, kids, divorce) should trigger a review
• This is often one of the easiest updates with the biggest impact

Other assets like vehicles and homes can also have a direct beneficiary listed, making the transfer process quick and easy.

It’s a small detail, but one that can completely change how things play out for your family. It is worth a quick review to make sure your beneficiaries are up to date.

Most adults know they should have a valid will or estate plan, but it’s worth taking a closer look at why it truly matte...
04/09/2026

Most adults know they should have a valid will or estate plan, but it’s worth taking a closer look at why it truly matters.

A will does more than just distribute your assets...
- it names guardians for minor children
- outlines your final wishes
- helps avoid unnecessary delays and legal complications

Without a will, the courts would decide how some of your assets are divided, and that may not reflect what you truly want.

A power of attorney document is just as important. It allows someone you trust to step in and handle financial or medical decisions if you’re unable to do so yourself. The incapacity could be due to illness, injury, or unexpected circumstances. Without it, your family may have to go through a costly and time-consuming court process just to help manage your affairs.

If you have a family, a home, or even just specific wishes about your care and finances, these documents matter.

Taking the time to put a will and power of attorney in place is one of the most practical ways to protect your loved ones, reduce stress during difficult times, and make sure your voice is heard—even when you can’t speak for yourself.

If you’ve been putting it off, consider this your sign to take the first step. Reach out to see how we can help

Wishing you and your family a blessed Easter! 🐣🙌
04/05/2026

Wishing you and your family a blessed Easter! 🐣🙌

Estate planning might feel like something for “later”… but starting early can make a bigger impact than you think.If you...
03/31/2026

Estate planning might feel like something for “later”… but starting early can make a bigger impact than you think.

If you have a job, a home, or especially kids, having a few basics in place can bring clarity and direction:
• A simple will
• Naming guardians for your children
• Power of attorney

It’s not about having everything figured out — it’s about getting something started.

Your future self (and your family) will thank you.

Did you know you can still make IRA contributions for the prior tax year until the tax filing deadline?For many investor...
03/25/2026

Did you know you can still make IRA contributions for the prior tax year until the tax filing deadline?

For many investors, this means April 15 is also the final day to contribute to a Traditional or Roth IRA for the 2025 tax year.

IRA contributions can play an important role in long-term retirement planning and may offer certain tax considerations depending on your situation.

If you’re thinking about making a contribution before the deadline, it may be helpful to review how it fits within your overall financial plan.

Don't wait until the last minute! The federal tax filing deadline is April 15 for most taxpayers. If you need additional...
03/18/2026

Don't wait until the last minute! The federal tax filing deadline is April 15 for most taxpayers. If you need additional time, you can file for an extension, but keep in mind that an extension to file is not an extension to pay any taxes owed.

Getting organized early can help make the process smoother and may give you time to review opportunities for planning before the year moves forward.

If you have questions about how this tax season may fit into your broader financial picture, the KFB Wealth team is always happy to connect.

Give every dollar a job, but leave room for life.Being intentional doesn’t mean being rigid. The most sustainable budget...
02/24/2026

Give every dollar a job, but leave room for life.

Being intentional doesn’t mean being rigid. The most sustainable budgets include flexibility, fun, and a plan for the unexpected.

Your budget should support your real life, not compete with it. 🤍

Address

3828 S Fremont Avenue
Springfield, MO
65804

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 3pm

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