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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
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      • 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

Calculators

You can review interesting calculators on my site.

View Calculators

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Who We Are: Our Principals

Solutions To Build, Maintain And Protect Your Wealth

The Way We Work: Our Practice

Should You Sell When the Market Drops?

The stock market can take investors on a wild ride. Should you consider selling your stocks when the market drops?
More Videos »
Transcript

Newsletters

  • What Happens to Your Time Horizon at Retirement?

    When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.

  • Keeping Cool in Volatile Markets

    Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

  • HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

    This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

  • Variable Annuities: Strategies to Help Counter Retirement Risks

    Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

More Newsletters »

Calculators

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Life Insurance

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

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

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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