Why Work With Us?

*Ever heard of a "Fiduciary"? fi·du·ci·ar·y - The highest legal duty of one party to another...being a fiduciary requires being bound ethically to act in the other's best interests. Unfortunately, not everyone in the financial services business is legally required to put their client's interest first. As an investment fiduciary, we do...and not just because we are required to, but because we believe its the right thing to do, and that our clients deserve our professional, objective advice. 

*I love helping people who are serious about their financial future and who want someone to help them make the most-educated decisions with their money.

*We focus on goals-based planning because everyone's life, and what they want to achieve, is unique. The investment strategy we develop is intended to give each client their best opportunity to successfully meet their goals and dreams in a cost-effective and tax-efficient manner. 

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There is no substitute for a phone or video conversation when it comes to getting answers about your specific questions, unique concerns, and complicated financial situations. 

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About Kevin

For our clients, “wealth” is more than just money. It is their ability to do what they want, when the want and how they want.  My role is to help them try to get there. 

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Women and Wealth

Our goal is to educate and assist women in transition …widows, divorcees or women moving to a new job or career. We believe that each woman deserves to live their lives before and during retirement with confidence and clarity about their long-term financial future.

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Retirement Analysis

Learn how to maximize your retirement readiness and get the most from your retirement savings. We’ve included other valuable gifts as well on the site!

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Financial Planning Strategies for Professional Athletes

Fame, big-money contracts, lucrative endorsements and lavish lifestyles are often associated with professional athletes. Unfortunately, so are many stories of “rags to riches to rags” due to poor financial choices made by these superior athletes.

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Our Services

Financial Services

We offer a range of Financial services, everything from basic financial planning, business planning, education planning and more.

Retirement Planning

Learn about our 6 step plan to set you up for an easy retirement plan.

Return on Life

Moving You From Return on Investments to Return on Life.

Are you managing your money in a way that improves your life?

Believe it or not, not everyone does – in fact many people do not. Our Return on Life Index asks you to assess 10 aspects of your life that relate to whether or not you are making progress. We identify areas where you can use your money more effectively to make things better. And, importantly, celebrate the areas where you’ve made progress.

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Recent Blogs

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be...
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