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      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."

      HoursOPEN NOW
      Regular Hours:
      Mon - Fri
      Sat - SunClosed

      Contact Info

      Phone:

      Main - 859-372-6727

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

      Links:

      http://www.creativeassetsolutions.com

      http://creativedimensions.com

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