Skip to main content
KCBP, LLC 
KCBP, LLC 
  • Home
  • About Us
    • Who We Are
      • Jonathan Kurtz, CFP®, CLU®, ChFC®
      • Arnie Connor, RFC®, CFS®
      • Thomas Phillips, CFP®, ChFC®, CFS®, LUTCF®
      • Casey Finger, CFP®, AWMA®
      • Angela Wood
      • Jennifer Harmon-von Bredow
      • Rachel Tran
      • Casey Etzel
      • Russell Jones, CFP®
    • Solutions
    • The Way We Work
    • Products & Services
  • Educational Events
  • Resources
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Market Watch
    • Detailed Quotes
    • Symbol Lookup
    • Multi Quote
    • Markets at a Glance
    • Charting
    • Portfolios
  • Request A Quote
    • Long-Term Care Insurance
    • Life Insurance
    • Disability Income Insurance
    • 401(k) Information Request
    • Information Request
  • Contact Us
    • Our Location
    • Tell A Friend
  • Client Access
    • Albridge
    • NetXInvestor

KCBP, LLC 

1595 Spring Hill Road
Suite 320 Vienna, VA 22182

Phone:

  • 703.584.3636

Fax:

  • 703.584.3639

E-mail:

  • info@kcbp.com

Contact Us

Please feel free to contact us with any questions.

Contact Us

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Videos

We have interesting videos for you to watch on my site.

View Videos

Who We Are: Our Principals

Solutions To Build, Maintain And Protect Your Wealth

The Way We Work: Our Practice

3 Potential Benefits of Dollar-Cost Averaging

Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.
More Videos »
Transcript

Newsletters

  • Equity REITs: Is There Room for Real Estate in Your Portfolio?

    This article discusses some unique characteristics of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.

  • Treasury Yields Off 17-Year Highs

    While yields are off highs not seen since before the Great Recession, investors might consider some of the Treasury security types and maturities outlined in this article.

  • HOT TOPIC: Real Estate Commission Changes Around the Corner

    The National Association of Realtors is implementing new policies related to how real estate brokers are compensated. Here are some implications for buyers, sellers, and their agents.

  • ESG Investing in the Spotlight

    This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.

More Newsletters »

Calculators

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

  • Disability Income Insurance

    How much Disability Income Insurance do you need?

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators »

 

Supervisory Office:

 

Jonathan R. Kurtz
1595 Spring Hill Road
Suite 320 
Vienna, VA  22182

703.584.3636 
jkurtz@kcbp.com

 

Cetera Wealth Partners is a region of Cetera Advisor Networks. Securities and advisory services offered through Cetera Advisor Networks LLC., member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Registered representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative (s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are licensed to sell Insurance Products in ID.

[ Important Disclosures and Form CRS | Business Continuity | Order Routing Disclosure | www.ceteraadvisornetworks.com ]

  • Site Map