6170 First Financial Dr Suite 202
Burlington, KY 41005
Other States Served: KY, MI, OH, IN
Estate Planning, Financial, Insurance, Other
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
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.