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KPC Financial Solutions

Financial advisor in Southlake, TX (show on map)
Google 4.5
★★★★★
15 reviews

KPC Financial Solutions offers personalized retirement planning, wealth management, and insurance services to help North Texas families achieve financial confidence.

Call (877) 572-7526
Navigate to Visit website
KPC Financial Solutions website

About

KPC Financial Solutions is a trusted financial advisory firm based in Southlake, Texas, offering personalized retirement planning, comprehensive wealth management, and tailored insurance solutions. Founded by Kevin and Karin Christ, the firm combines CPA expertise with fiduciary CFP® standards to guide clients through tax planning, asset protection, and legacy strategies, ensuring a secure financial future.

CPA-led tax insights
Fiduciary CFP® standards
Local North Texas expertise
Personalized retirement blueprint process
Educational workshops and podcast

Services

Retirement Blueprint

A customized plan to help clients navigate their retirement journey with confidence, including foundation setting, blueprint drafting, and long-term portfolio building.

Foundation assessment Personalized retirement blueprint Ongoing portfolio monitoring and updates

Wealth Management

Grow, preserve, and give assets through tailored investment, insurance, and legacy planning services.

Growth strategies Asset protection Tax-efficient giving Legacy planning

Educational Events

Free, no-obligation workshops and seminars on tax planning, wealth preservation, and retirement strategies led by local professionals.

Expert-led workshops Community-focused financial education Live and virtual event options

Podcast

Weekly podcast, KPC Smart Money, breaking down real-world financial planning topics to help listeners make smarter money decisions.

Weekly episodes Retirement income strategies Investment planning Tax-efficient wealth management

Resource Library Access

Access to a comprehensive library of estate planning, financial planning, and retirement guides.

Estate planning guides Financial planning resources Retirement planning tools

Credentials & Certifications

Kevin Christ
Since 1988
Karin Christ, CPA
Since Deloitte & Touche
Jay Angotti, CFP®
Since CFP® certification

Reviews

Google
Rating
4.5
★★★★★
Reviews
15
"Great business with compassionate, caring and experience savvy folks!"

Contact KPC Financial Solutions

KPC Financial Solutions
Category
Financial advisor
Wheelchair Accessible
Call (877) 572-7526

Opening Hours

Sunday
Closed
Monday
9 am–5 pm
Tuesday
9 am–5 pm
Wednesday
9 am–5 pm
Thursday
9 am–5 pm
Friday
9 am–5 pm
Saturday
Closed

Location

Location of KPC Financial Solutions, 300 Morrison Park Dr Suite 130, Southlake, TX 76092 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with KPC Financial Solutions?

Reach out today to schedule a consultation.

(877) 572-7526

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