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G. Kevin Rose, CFP®
Financial Advisor
 

Everyone’s economic and life situation is unique, and Kevin keeps that in mind in helping clients create their Financial Roadmap. He graduated with a Bachelor of Science degree in Hotel and Restaurant Management, with additional emphasis in finance, mathematics and engineering from California State Polytechnic University, Pomona in 1990. Kevin has been a Financial Advisor since the year 2000. He earned his Financial Planning Certificate from Kaplan University in 2006 and is a CERTIFIED FINANCIAL PLANNER™. Has multiple securities registrations in several states and insurance licensed for life insurance and long-term care. Most of his clients are individuals, families and small business owners.

Kevin is married, has two teenage sons and lives in Colorado. Some favorite activities include: being a volunteer ski guide for visually impaired skiers, hiking, fishing, weight lifting, working on his Jeep and spending time with family and their Siberian husky. In the morning on September 13, 2014, Kevin stood on top of Uncompahgre Peak (14,309 feet) with his two teenage sons. It was their fifty fifth fourteener summit together.

Let Kevin and his professional partners assist in guiding you and your family. This planned approach is the result of a multi-step process. While building your financial plan Kevin will help you:

  1. Set achievable financial and personal goals.
  2. Asses your current financial health by examining your assets, liabilities, income, insurance, taxes, investments and estate plan.
  3. Develop a realistic, comprehensive plan designed to pursue your goals by addressing financial weaknesses and building on financial strengths.
  4. Put your plan into action and monitor its progress.
  5. Revise your plan to accommodate changing goals, personal circumstances, financial opportunities, changing market conditions and tax laws.
  6. The planning process requires skill, knowledge, diligence and discipline.

With fifteen years of experience, a Certified Financial Planner™ and professional partners, hiring Kevin’s team arms you with experience and resources to approach planning your financial future. This coaching and support can help you to smoothly endure and make the most of the circumstances in your life – career, marriage, children, assets, etc. As you move down the financial road Kevin will help to:

  1. Avoid costly mistakes, manage risk, and save time.
  2. Guide you through the maze of retirement options – 401(k), IRA, Roth IRA, pensions, annuities, Keoghs, etc. – and can help put you on course.
  3. Guide with the timing and filing strategy of when to start Social Security income.
  4. Decrease your estate tax liability and aid the financial stability of people important to you.
  5. Seek your education savings goals through 529 plans, Coverdell savings accounts and other techniques.
  6. Determine the type and amount of insurance you need to protect yourself, your family, and your assets.
  7. Investment Tax strategies to help minimize your taxes and a plan to reduce potential future tax impact.
  8. If you own a business, develop a strategy to manage your business finances, including cash management, financing, employee benefits and corporate taxes.

Furthermore, Kevin has the emotional discipline required to make sure plans are acted upon. His guidance, reassurance, support and stability will help you stay on course and pursue your long-term goals. Call to set up a consultation to talk about your important life events. This allows us to meet and make sure we have a purpose for working together and moving forward.

CALL KEVIN DIRECT AT
(303) 300-3323 ext. 5123
  Fiduciary Services
  Strategic Partners

ASK KEVIN A QUESTION

 

 
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