Profession:
Estate Planning, Financial, Insurance

Workshops Offered:
Asset Allocation & Modern Portfolio Theory, Budgeting and Debt Elimination, 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, How to Increase Your Health and Wellness, I.D. Theft, 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, Real Money - Real Estate, Roth IRA - America's Next New Tax Break, Strategies for a Sustainable Income in Retirement, Stress and Your Health, Tax Planning, Understanding 401K Rollovers, Understanding Critical Disability Issues, Women Approaching Retirement and Beyond, Tax Planning

About Me:
Kevin is a Retirement and Estate Planning Specialist who provides assistance to people who want to maximize their retirement income while at the same time protecting their assets from market losses, lawsuits, long term care expenses, healthcare costs and taxes at death. He is a Certified Senior Advisor (CSA).