Creative Asset Solutions

More Info

Plans That Work. People Who Care

General Info

"Kevin Bard is the Owner and Founder of Creative Asset Solutions, LLC, a respected financial consultant, educator and author. He is a retirement, and social security specialist who focuses on maximizing income solutions and protecting investment principal. His strategies have helped his clients preserve their wealth and increase their family legacy.Over the past 20+ years Kevin has utilized a unique educational process that has allowed his clients to be better informed about the numerous income, investment and insurance choices available today. They believe in identifying all the critical facts necessary to make a sound financial decision that is in your best interest before making that decision.Kevin is a series 65 investment advisor representative and holds firm to his fiduciary responsibilities; in addition he holds life and health insurance licenses in multiple states. Kevin is long-standing member of the Society of Financial Service Professionals, and both the Cincinnati Area and the Eastern Michigan Better Business Bureau maintaining an A+ rating since starting Creative Asset Solutions, LLC in August of 2001. Kevin's firm is based in Northern Kentucky with branch offices in Cincinnati, Blue Ash, West Chester and in Clinton Township, MI."

Email

Email Business

Services/Products

Retirement Planning, Tax Planning, Business Planning, Legacy Planning, Estate Planning, Comprehensive Income Planning, Retirement Income Planning, Estate Planning, Social Security, Annuities, Life Insurance, Income strategies, Wealth Preservation

Payment method

check

Other Links

http://www.creativeassetsolutions.com

http://creativedimensions.com

Categories

Tax Return Preparation, Financial Planners, Financial Planning Consultants, Financial Services, Retirement Planning Services

Reviews

Details

Phone: (859) 372-6727

Address: 7310 Turfway Rd Ste 550, Florence, KY 41042

Website: http://www.creativeassetsolutions.com