| security through service |

Wealth Management Advisor Kevin R. Earnest CLU® and his team provide clients with comprehensive financial expertise serving as a trusted advisor. They understand complex financial issues, and how they can affect life goals — whether a client is working to achieve current financial success, or protect and preserve assets over the long term. The mission of the team is to guide clients to personal definitions of financial security through attentive service.

lead | educate | collaborate | inspire

Kevin and his team will work with you to:

  • Gain a clear understanding of financial goals and dreams
  • Identify specific solutions to help meet a client's needs
  • Create a comprehensive plan designed to help achieve a client's goals
  • Monitor the client's plan and adjust as needs change

They will use a unique and disciplined values-based approach to help you make wise choices and to help ensure that your plan is structured around your goals and aspirations.

Kevin's team breaks the financial planning process into four phases:

  • lead
    The first phase is to lead clients to think clearly about the goal. Through open dialogue, asking questions, and listening attentively this is where clarity is achieved around creating a written financial plan that aligns aspirations with intentions.
  • educate
    The second phase is to educate on macro level planning projections, provide context on current tracking to stated goal, begin to discuss solutions, and make decisions regarding closing the planning gaps.
  • collaborate
    The third phase is to collaborate on implementation of the solutions and help achieve your desired results. This includes a comprehensive overview of all facets of a financial plan and coordination with a team of planning professionals to move towards achievement of the goal.
  • inspire
    The final phase is to inspire clients to engage our team and adhere to a proactive results management process. This ensures you have confidence your plan will work over time and meet your definition of financial security inspiring you to spend your life living.

| assembling your financial puzzle |

Puzzle infographic

Working with a knowledgeable and experienced planning team that has access to current technologies and financial planning techniques is important. Working with an advisor who takes the time to understand your unique desires and goals is critical.

Kevin Earnest and his team will take the time to help you make that assessment, develop a plan that works for you, and provide you with the tools and strategies necessary to help assemble your financial puzzle.

Review this site to learn more about Kevin Earnest and then feel free to contact him to help you ensure your financial future is all you want it to be.

Kevin R Earnest, CLU®

Wealth Management Advisor

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