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Jun 12, 2020

Over the past 30 years, we’ve found many people have several different advisors. They might have an investment advisor or two, an insurance professional or two, an accountant or tax preparer, and a legal attorney. Almost none of those advisors talks to the others. What do you think can happen if each advisor is doing their “own thing” without collaborating?

To solve this problem, we created our Pillar Planning Process, the six key pillars toward a successful retirement.  

When you meet with Kevin, he'll walk you through each step of his 6 Pillars for a Successful Retirement to create a specific custom income plan for you. 

  1. Income Planning
  2. Asset Planning
  3. Tax Planning
  4. Healthcare Planning
  5. Legacy Planning
  6. Legal Planning


Call Kevin Today!