Contact Information

Kevin offers a unique approach to planning.  He aims to help Federal and Municipal employees create a retirement plan that complements what is provided by the Federal government.  He offers numerous alternatives for tax savings to minimize the effect of taxes on each individual. Kevin offers advice on Thrift Savings plan investing, college savings plan investing, debt reduction, insurance planning, estate planning and he will design a complete comprehensive retirement plan that will meet your families needs.

Offering Advice Since

1993

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care 
Budgeting and cash management 

Licenses, Certifications, Education, and Affiliations

Insurance Licenses:  Life, Accident and Health
Security Licenses:  Series 6, Series 63  
Education:  B.S in Finance, M.S. in Information Management
Associations & Affiliations:  Financial Planning Association

Charges to Clients for Services

Commissions on insurance products purchased
Trail fees on mutual funds or insurance policies
Commissions and/or loads for investment products purchased  

My Association with the Office or Firm

Independent Contractor

My Broker / Dealer Affiliation

RNR Securities, LLC
 

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