Professional
Kevin entered the industry in 1990. He specializes in providing comprehensive financial and wealth management advice to individuals, business owners, physicians, and individuals near and in retirement.
We believe in a comprehensive planning approach that includes a suite of tailored insurance and investment solutions for our clients.
With a focused expertise on the business owner, Kevin can provide guidance for some of the important stage of your business:
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Buy / Sell Planning for Partners
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Key Person
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Secession and transition Planning
Registrations
- Series 6 & 63: Mutual Funds, Variable Annuities
- Series 65: Investment Advisor
- Series 7: General Securities
Designations
- Chartered Financial Consultant (ChFC®). A ChFC® designation is an advanced financial planning designation with in-depth knowledge of key financial planning disciplines including:
- insurance
- income taxation
- retirement planning
- investments
- estate planning.
- Retirement Income Certified Professional (RICP®). A RICP® works with clients to:
- Build a comprehensive retirement income plan that addresses income needs and other financial goals.
- Choose the optimal retirement age.
- Plan for the risks faced in retirements such as longevity, market volatility, inflation, tax planning, health care, wealth management of assets, and estate & legacy planning.
- Make client-specific decisions about how to generate income from retirement assets.
- Make claiming decisions that maximize Social Security benefits.
