INVEST WITH PURPOSE

Understanding the purpose for your wealth is at the core of how we will begin to help you on your journey to Financial Security.

Why Work with Imagine Financial Security?

Fiduciary Standard

Simply put, we are obligated by law to always put our client’s interests above our own.  In doing so, we do not receive any commissions for transactions or solutions we put in place for our clients.

Independence

We have the ability to use the entire universe of investment solutions and financial planning strategies that fit the profile to meet our client’s objectives.  Additionally, we are able to move efficiently with technology, research and innovation without being dragged down by corporate bureaucracies.

CFP® Professional

Education Requirements 

Exam Requirements

Experience

Ethics

Our Story

Life is a journey filled with adventure, and milestone events tend to sneak up on all of us.  Retirement is no different.  The decisions you make in that final stretch in preparing for retirement, and in the early years of retirement are critical.  Furthermore, having someone you can trust to look out for your best interests are paramount.  This is why Kevin founded Imagine Financial Security in St Augustine, Florida as a Fiduciary, Fee Only Financial Planner and Investment Advisor.  By eliminating the conflicts of interests and working directly for you, Kevin will look forward to helping you navigate your journey to and through Retirement. 

Here's how we can help with your Retirement journey

Retirement Planning

Tax Efficiency Planning

Income Distribution

Intergenerational Wealth Planning

Young Families and Professionals

MISSION STATEMENT

We strive to make a positive impact on our families, friends, clients, business colleagues and communities, and ultimately leave the world a better place than where we found it.

Kevin Lao

Kevin

Founder & Director of Financial Strategies
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Jessica

Director of Operations & Client Support

Have questions? Let us know how we can help.

Get in touch with us

info@imaginefinancialsecurity.com

(904) 323-2069