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Kevin – Owner & Financial Planner
Amy Levesque – Client Services Associate
Roberto Fortuna – Paraplanner
Jessica – Operations and Marketing Support
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Jacksonville Florida
Your trusted financial team
Serving St. Augustine
Serving Jacksonville
Serving All of the United States Remotely
[email protected]
(904) 323-2069
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Kevin Lao
October 4, 2021
Should I Buy Long-Term Care Insurance?
Kevin Lao
September 20, 2021
6 Stress Tests for a Bulletproof Retirement
Kevin Lao
September 16, 2021
Planning for retirement after losing a loved one
Kevin Lao
June 25, 2021
What is a safe withdrawal rate for retirement?
Kevin Lao
May 6, 2021
Social Security; to delay or not delay
Kevin Lao
March 22, 2021
Four Stress Tests For A Bulletproof Retirement Plan
Kevin Lao
February 12, 2021
The “Tax Trap” of Traditional 401ks and IRAs
Kevin Lao
February 1, 2020
Why I left Corporate America
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