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

8200 Greensboro Drive
Suite 625 McLean, VA 22102

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

Videos

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

View Videos

Calculators

You can review interesting calculators on my site.

View Calculators

Who We Are: Our Principals

Solutions To Build, Maintain And Protect Your Wealth

The Way We Work: Our Practice

The Basics of Social Security Retirement Benefits

How much do you know about your Social Security retirement benefits?
More Videos »
Transcript

Newsletters

  • The Employment Situation: A Closely Watched Report

    Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

  • Small Business: Coping with the End of De Minimis Imports

    Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

  • Online Shopping in the Tariff Era

    Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.

  • Could an HSA Strengthen Your Retirement Strategy?

    After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

More Newsletters »

Calculators

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

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 ]

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