experience trust // relationships // expertise

NATIONAL CONSTRUCTION & REAL ESTATE GROUPWEALTH ADVISORS

experience trust 4.8OUT OF 5Experience engagement with a wealth management fi rm that puts clients fi rst. In a recent client satisfaction survey, we earned a score of 4.8 out of 5 points.*

* The survey was sent in April 2015 to clients with assets under management of $750,000 or more and retired partners. The survey solicited information regarding clients’ likelihood of referrals, satisfaction level, expectations and overall comfort with BKD Wealth Advisors. Clients could remain anonymous in their responses. The survey response rate was 45 percent. The rating is an average response of all clients who participated in the survey and may not represent any one client’s experiences or future performance. BKD Wealth Advisors paid ActiFi to conduct the survey.

WHAT DOES YOUR FUTURE HOLD?

You want a principled wealth advisor who inspires confi dence. We understand.

Our reputation for candor and integrity means your best interests come

fi rst. BKD Wealth Advisors uses a fee-based approach that builds in account-

ability and allows you to capitalize on our unbiased advice. It’s simple: Our

success is tied to your success. Experience how our independent insights can

help give you a sense of security.

BKD Wealth Advisors is committed to transforming lives by helping our clients build a bridge from their wealth today to their dreams for tomorrow. If we don’t do that, we’re not doing our job. We focus on this every day. Jack Thurman // President

WHAT’S YOUR DESTINATION?

Planning a new business? Funding your children’s education? Saving for

retirement? Transferring your estate to the next generation? You need to know

you’re on the right course to making your dreams a reality. We listen to

what’s important to you. Then we build your plan from the ground up, tailoring

it to your lifestyle and goals. And we back up our commitment with unmatched

client service. Experience how our guidance can help give you the freedom

to bask in life’s fi ner moments.

experience relationships

Financial & Retirement Planning Evaluate your goals and devise a plan

Education Funding Estimate costs and funding methods

Estate & Tax Planning Explore ways to protect and transfer your assets

Benefi t Plan Consulting Develop a plan that rewards owners and employees

Investment Management Defi ne investment objectives and build portfolio

Charitable Gift Strategies Set philanthropic goals and enhance tax savings

WEALTH MANAGEMENT SERVICES

BKD Wealth Advisors, LLC is an SEC registered investment adviser. A copy of our written disclosure statement is available upon request.

WHAT GIVES YOU PEACE OF MIND?

Investing doesn’t have to be stressful. Our credentialed advisors know wealth

management and fi nancial planning inside and out and stay on top of industry

changes with continuing education courses. Our advisors also have access to

BKD’s extensive network of tax, accounting and consulting acumen. We

collaborate with other trusted professionals so you can spend your time

focusing on the things that matter. With BKD Wealth Advisors, you can expect

timely, in-depth advice from respected sources. When it comes to integrated

wealth management, we take the time to explain our strategy in terms you can

easily understand. We call this approach Wisdom for Your Wealth®.

15YEARSExperience attention from credentialed advisors with an average of more than 15 years of experience as well as designations and advanced degrees that include Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certifi ed Investment Management Analyst®, Certifi ed Trust and Financial Advisor, Certifi ed Public Accountant, Juris Doctor and graduate degrees in business and fi nance.

experience expertise

BKD Wealth Advisors is independent and accountable to you. If you’re looking for a customized, relationship-focused experience, this is it. We get to know you, develop a plan to help you reach your goals and stick by you as your dreams evolve. Steve Toomey // Principal

bkdwa.com

© 2015 BKD, LLP 9/15

BKD Wealth Advisors, LLC,an investment advisory fi rm registered with the U.S. Securities and Exchange Commission, provides personal wealth planning, investment management and estate planning.

BKD, LLP, a national CPA and advisory fi rm, provides consult-ing, tax, assurance and accounting outsourcing solutions to businesses, governmental entities, not-for-profi t organizations and individuals.

Praxity, AISBL, a global alliance of independent fi rms, provides our clients access to professional accounting and auditing fi rms committed to the high standards required in international business through our membership.

BKD Corporate Finance, LLC,provides merger and acquisition, sales, management buyout, ESOP, recapitalization and fi nancing services. Member FINRA and SIPC.

BKD THOUGHTWARE®

BKD’s expertise spans a wide variety of industries and subjects, and our professionals share their knowledge in print, online and in person to help you advance your organization. Use the QR code below to sign up for BKD Thoughtware® emails.

// webinars// emails // videos// presentations// articles

Jack E. Thurman // President

jthurman@bkd.com // 417.866.58221 1

FOR MORE INFORMATION //