Ira Specialist

kevin works for clients all over the united states who need a wealth management, asset protection and retirement income. as a certified financial planner™, his aim is to minimize uncertainty and risk for each of his clients, by: •designing investment portfolios that offer short and long term solutions for income — for now and in the future, •staying ahead of inflation and position portfolios for profit opportunities over a 1-20 year time horizon, •and when markets move higher, he wants to make sure his clients are taking some of the gains off the table and moving to more conservative portfolios . this communication is strictly intended for individuals residing in the states: az, ca, co, fl, md, mi, nj, nm, ut and wy. securities and advisory services offered through lpl financial member finra / sipc and a registered investment advisor