Multi-generational wealth planning

We understand financial planning involves understanding the entire financial and family picture. Let’s start with a conversation about what and who is most important to you.

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.