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KCBP, LLC 
KCBP, LLC 
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      • Jonathan Kurtz, CFP®, CLU®, ChFC®
      • Arnie Connor, RFC®, CFS®
      • Thomas Phillips, CFP®, ChFC®, CFS®, LUTCF®
      • Casey Finger, CFP®, AWMA®
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      • Russell Jones, CFP®
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KCBP, LLC 

1595 Spring Hill Road
Suite 320 Vienna, VA 22182

Phone:

  • 703.584.3636

Fax:

  • 703.584.3639

E-mail:

  • info@kcbp.com

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

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

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?
More Videos »
Transcript

Newsletters

  • HOT TOPIC: What Stubborn Inflation Could Mean for the U.S. Economy

    This article looks at some of the reasons behind the inflation numbers, the likely effect on Fed decisions, and the potential economic impact.

  • The IRS Wants More Info About Your Gig Income

    If you earn money through a payment app or online marketplace, you may be affected by a new tax reporting requirement.

  • Investor, Know Thyself: How Your Biases Can Affect Investment Decisions

    While traditional economic models assume that people make rational decisions, most humans don’t think like robots. This article summarizes some common biases that can influence financial decisions.

  • Are You Spending Money to Keep Stuff You Don’t Need?

    One in 10 Americans leases a storage unit. But for many, it may be worthwhile to let go of unneeded belongings instead.

More Newsletters »

Calculators

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

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 ]

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