NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule.
Kevin has been in the financial services industry for over 18 years. He spent the first 8 years of that time working with The Hartford Life and Annuity Company, learning the intricacies of insurance and annuity products, which have come to the forefront in many situations in regards to generating retirement income. For the last 10 years, Kevin has worked with NEXT Financial Group, Inc., providing comprehensive retirement income plans for individuals in, and approaching retirement as his primary focus.
Kevin’s objective when developing a plan is to start by listening to their goals and concerns of each individual as they begin to navigate the realities of planning to leave the workforce. He feels that the ultimate mission is to provide education, and investment planning that addresses both critical needs and discretionary spending. Success is only achieved when his clients feel secure not only that the bills will get paid, but that they will be able to pursue the endeavors that they worked a lifetime in which to engage.
A graduate of the Pennsylvania State University and Chartered Retirement Planning Counselor®
Kevin is committed to putting his clients’ interests first, and spending the time that others may not to make sure that his clients have an in depth understanding of what they’re doing financially, and why they’re doing it.