plan with Confidence
Helping you plan a bright future!
plan with Confidence
Helping you plan a bright future!
About Us
Planning Futures
Since 2005, we have helped create programs and financial plans to meet long-term financial goals. Have questions about
taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
A Proven Approach
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current financial plan. Then we recommend a comprehensive strategic plan designed to meet yourlong-term goals.
Why Us?
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Our Team
Manager
Kevin began his investment career in 1986 as a stockbroker with McKewen and Timmons. He's held various positions at prestigious firms such as Prudential-Bache Securities, A.G. Edwards, and Chase Manhattan Bank, where he was a Managing Director. He’s been the President of Pacific Alternative Investment Advisors, LLC since 2005.