plan with Confidence
Helping you plan a bright future!
plan with Confidence
Helping you plan a bright future!
Helping you plan a bright future!
Helping you plan a bright future!
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.
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.
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.
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.
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
You should meet with us to review your plans every five years, or before any major life transition.
It is never too early to get started on your financial plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
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