(858) 268-7092
Locate a Speaker
Kevin Bard
6170 First Financial Dr Suite 202
Burlington, KY 41005
Other States Served: KY, MI, OH, IN
Estate Planning, Financial, Insurance, Other
Workshops Offered:
Asset Allocation & Modern Portfolio Theory, College Planning, Estate Planning, Exploring Your Options for a Quality Retirement, Financial Blunders - Lessons We Never Learn, Getting Fiscally Fit, Getting Your Financial House in Order, Investing Basics for Women, Investment Concerns in a Fragile Market, Is a Roth IRA Right for You, Life Insurance and You, Preparing for Long Term Care, Roth IRA - America's Next New Tax Break, Strategies for a Sustainable Income in Retirement, Tax Planning, Understanding 401K Rollovers, Women Approaching Retirement and Beyond, Taking Control of Your Cash - Eliminating Debt
About Me:
Kevin Bard is the Owner and Founder of Creative Asset Solutions, LLC a respected financial consultant, educator and author. He is a retirement and income specialist who specializes in maximizing income solutions and protecting investment principal.

Over the past 25+ years Kevin has utilized a unique educational process that has allowed his clients to be better informed about the numerous income, investment and insurance choices available today.

As a Fiduciary, Kevin believes in identifying all the critical facts necessary to make a sound financial decision.

The Society for Financial Awareness is a nationwide 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. Founded in 1993, we have had the privilege of working with various prominent companies and organizations. Our financial education outreach and years of continued success has provided us name recognition, a reputation of excellence, and most importantly the opportunity to impact lives.

Our members conduct financial education seminars to companies and organizations; satisfying the Department of Labor's requirement, ERISA 404(c). Our seminars are completely FREE of charge and there is no selling of financial products at our events.

Download the Information Packet to learn more about SOFA >>>