Life is extremely busy. Oftentimes, big life events sneak up on you. Retirement is no different. The decisions you make in the final stretch before 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 as a Fiduciary, Independent Financial Planner and Investment Advisor. By eliminating the conflicts of interests, Kevin is able to sit on the same side of the table as our clients.
Who we serve
We have a deep passion for helping individuals and couples transition from working to Retired life. The amount of preparation it takes to organize the assets our clients have accumulated and turning them into a well thought out income distribution plan is extremely rewarding. This allows our clients to focus on what truly matters during their retirement such as, spending time with grandchildren, traveling, staying active, volunteering or even their next venture.
Our Core Values:
■ A belief that every client should be treated like family
■ A belief in Fiduciary responsibility to the client
■ A belief in personal ownership
■ A belief in proactive communication
■ A belief in giving back to the community