Helping Our Clients Find Clarity of Purpose and Peace of Mind Through Strategic and Deliberate Planning

We strive to understand your vision and what financial security means to you. We will then personalize a strategic plan unique to you.

Achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan, and evaluate and adjust it over time.  Together, we'll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings.

 

Kevin Robert Kerber, CLU®, CLTC®, CFP®, ChFC®

Wealth Management Advisor

825 Simms St
Lakewood, CO 80401
  • Office 720-382-5021

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How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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