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Dec 28, 2020

When you meet with Kevin, he'll walk you through the planning process he has been using for 30+ years - the pillar planning process and show you how he can make your retirement plan strong, stress free and everything you want it to be! 

  1. INCOME PLANNING
  2. PLANNING
  3. TAX PLANNING
  4. HEALTHCARE PLANNING
  5. LEGACY PLANNING
  6. LEGAL...


Dec 21, 2020

When it comes to your retirement, you literally can’t afford to make mistakes. Some common mistakes include relying solely on social security to support you in retirement, not signing up for Medicare on time and failing to take RMD’s on time to name a few. In today’s podcast, we discuss 7 mistakes that you can...


Dec 14, 2020

A story on Fox Business had an interesting take on estate planning.  It said your legacy isn’t just the money and assets you leave behind – it should also be an effort to leave your family “intact as allies, instead of adversaries.” 

Kevin explains how his 6 pillar planning process and how it can help create a...


Dec 4, 2020

Find out what makes Kevin stand out from other advisors! Plus, how his 6 pillars to a successful retirement can take YOU from zero to hero with your retirement plan! 

Then, find out how your retirement plans are just like those of the stars! Hank Williams Jr. joins the show and gives his take on estate plans.  

Kevin...