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®
      • Rachel Tran, CFP®
      • Russell Jones, CFP®
      • Angela Wood
      • Jennifer Harmon-von Bredow
      • Casey Etzel
      • Bradley Babilino
      • Nick Miller
    • 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 

8200 Greensboro Drive
Suite 625 McLean, VA 22102

Phone:

  • 703.584.3636

Fax:

  • 703.584.3639

E-mail:

  • info@kcbp.com

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Calculators

You can review interesting calculators on my site.

View Calculators

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

Bonds and Bond Mutual Funds 101

Investing in bonds and bond funds can help you pursue financial goals, but consider the risks and rewards first.
More Videos »
Transcript

Newsletters

  • The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

    Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

  • Unpacking the Real Limitations on Unlimited PTO

    The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

  • HOT TOPIC: 530A Trump Accounts Officially Open

    A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

  • Key Tax Law Changes to Higher Education Coming Soon

    The One Big Beautiful Bill Act includes many provisions that affect higher education.

More Newsletters »

Calculators

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Cost of Retirement

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

  • Tax-Deferred Savings

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

  • Loan Payoff

    How much will it cost to pay off a loan over its lifetime?

More Calculators »

 

Supervisory Office:

 

Jonathan R. Kurtz
8200 Greensboro Drive
Suite 625
McLean, VA  22102

703.584.3636 
jkurtz@kcbp.com

 

Cetera Wealth Partners is a distinct community within Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, 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 Wealth Services, 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 Wealth Services, LLC site at ceterawealthservices.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 ]

  • Site Map