INVEST OTHERWISE

The mainstream financial advice and investment plans most commonly used today aren't working out as promised. The days of retirement income anchored with pensions and social security checks are all but extinct. Picking the right blend of mutual funds in your company's HR office and being your own behavioral finance counselor when the market gyrates is enough heartburn. Most aren't even aware of the changing tax landscape or the proper use of leverage in creating wealth. Kevin helps his clients navigate market instability, rising taxes and hidden fees so that they can build and preserve wealth and achieve the highest possible spendable retirement income, while reducing or eliminating market and tax risk.