Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.
Kevin has been in the financial services industry for over 18 years. He spent the first 8 years of that time working with The Hartford Life and Annuity Company, learning the intricacies of insurance and annuity products, which have come to the forefront in many situations in regards to generating retirement income. For the last 10 years, Kevin has worked with NEXT Financial Group, Inc., providing comprehensive retirement income plans for individuals in, and approaching retirement as his primary focus. Kevin’s objective when developing a plan is to start by listening to their goals and concerns of each individual as they begin to navigate the realities of planning to leave the workforce. He feels that the ultimate mission is to provide education, and investment planning that addresses both critical needs and discretionary spending. Success is only achieved when his clients feel secure not only that the bills will get paid, but that they will be able to pursue the endeavors that they worked a lifetime in which to engage. A graduate of the Pennsylvania State University and Chartered Retirement Planning Counselor® Kevin is committed to putting his clients’ interests first, and spending the time that others may not to make sure that his clients have an in depth understanding of what they’re doing financially, and why they’re doing it.
Certified Financial Fiduciary ®
The Foundation for Fiduciary Education (FFE) is proud to be one of the fastest growing non-profit financial wellness programs in the country, and the only one who’s Instructors are exclusively Certified Financial Fiduciaries.
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