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:

  • Buy / Sell Planning for Partners
  • Key Person
  • Secession and transition Planning


  • Series 6 & 63: Mutual Funds, Variable Annuities
  • Series 65: Investment Advisor
  • Series 7: General Securities



  • 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.
Reliant Wealth Management

Kevin B. Cooley, ChFC®, RICP®
Wealth Management Advisor

Reliant Wealth Management


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