IRA Specialist Information

Kevin works for clients all over the United States who need a Wealth Management, Asset Protection and Retirement Income. As a CERTIFIED FINANCIAL PLANNER™, His aim is to minimize uncertainty and risk for each of his clients, by: •designing investment portfolios that offer short and long term solutions for income — for now and in the future, •staying ahead of inflation and position portfolios for profit opportunities over a 1-20 year time horizon, •and when markets move higher, he wants to make sure his clients are taking some of the gains off the table and moving to more conservative portfolios . This communication is strictly intended for individuals residing in the states: AZ, CA, CO, FL, MD, MI, NJ, NM, UT and WY. Securities and Advisory Services offered through LPL Financial Member FINRA / SIPC and A Registered Investment Advisor