Certified by KPC Financial Solutions • Aug 16, 2026
Financial Planning
KPC Financial Solutions is a premier independent financial services firm based in Southlake, Texas, dedicated to helping individuals transition from financial uncertainty to retirement confidence. Specializing in holistic wealth management and personalized retirement planning, the firm utilizes its signature “Retirement Blueprint” process to help clients build stable foundations for their future.
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Certified by KPC Financial Solutions • Aug 16, 2026
Certified by KPC Financial Solutions • Aug 16, 2026
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
SaturdayClosed
SundayClosed
Reviews
4.7
26 reviews
5 stars
24
4 stars0
3 stars0
2 stars0
1 star
2
RM
Rexanne Mattei
Jul 2, 2026
5.0
Knowledgeable, caring people. They explain things well and are always helpful. They get to know each person individually
DI
David Injerd
Jun 3, 2026
5.0
My wife and I have known Kevin and Karin, via our mutual church affiliation and other venues, for years before we became clients. Thus, we know that they are honest. My interactions with the company as a client tell me that they run KPC with the highest standards of Excellence and Integrity. You can rest assured that KPC is a firm you can trust.
Now just a note on some 1-Star Reviews, which were very derogatory: I KNOW THERE IS NO WAY THAT THEY COULD BE TRUE! Thus, I’m glad that somebody in the firm responded with the facts.
JW
Jody Williamson
May 28, 2026
5.0
This is the best financial team ever. They work to understand your personal situation and circumstances for the greatest outcome to meet your goals and reduce your tax liability. It's a partnership and friendship I am so grateful for. I did not find this kind of financial guidance and support anywhere else. I appreciate how they work hard for their clients and who they are as genuine people. Highly recommend!
SR
Stefano Relli
May 27, 2026
5.0
The team at KPC Financial Solutions has provided us with the peace of mind that our financial situation as we approach retirement is solid. Their tools, customer service and personal attention are great assets. Highly recommend it to anyone interested in preparing for retirement.
RS
Renda Smith
May 27, 2026
5.0
This agency is owned and staffed by the absolute kindest, most sincere, professional people. Everyone I have worked with at this Agency are there to help find the best products available for your best interest. Everything is explained in detail and they answered every question. I recommend this agency and it's staff wholeheartedly.
Renda Smith
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Certified August 16, 2026Yext Knowledge Graph
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