Imagine Financial Security
The decisions you make in the final stretch preparing for retirement are critical, and the amount of information out there can be overwhelming. The question is, how do you put the pieces together and apply what is relevant to your situation? Furthermore, the industry is littered with financial professionals who have more of an incentive to sell you something instead of providing advice. This is why I launched our firm as a Flat Fee-Only Financial Planning firm, so we can eliminate those conflicts of interest, and focus on the advice that fits your goals! We can work with you locally in the Jacksonville, FL or St Augustine, FL areas, as well as across the country virtually!
Official Website
We’ve sourced these Highlights directly from the business, so there may be some errors or omissions. Let us know if you have any feedback or suggestions on how to make this information better!
We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Retirement Planning
- Tax Optimization
- Income Distribution
- Intergenerational Wealth Planning
- Young Families & Professionals
Sentiment Analysis
Kevin is a wonderful resource, who treats your money as if its his own.
When my wife and I set out to find a FA to work with we wanted three things 1) work with someone (preferably a CFP) we genuinely enjoy being around and could grow with throughout the years 2) establish a solid comprehensive financial plan (aka not just be sold random financial products that we don't understand or know how they fit into the overall plan) 3) someone to hold us accountable - continually review and take action on the plan as necessary.
If you want an honest, constantly present and available financial advisor who really is concerned with your wants needs and wishes in life, then Kevin Lao is your guy.
Kevin is honest, meticulous in his preparation, pays attention to the details, gets my feedback in setting goals and the best, he calls when he thinks there are opportunities that I may want to take advantage of.
We sleep well at night knowing that Kevin is managing our assets and that confidence is priceless.
In addition to outlining a number of scenarios for retirement, Kevin also helped us plan for our daughters college saving fund as well as provided excellent advice on estate planning and insurance.
Your opinion is important
We invite you to share your experience in a review.
Read more reviews on:
Please leave us a review and let us know about your experience.