About the Author
About the Author
Kevin Gaines, MSFS, CFP®, RICP®
Based in our Berwyn, PA office, Kevin focuses on retirement lifestyle planning, working with clients on maximizing their resources in retirement. It is not enough to gather just a "big pot o' money" while you are working. Issues such as Social Security, Medicare, distribution options, housing, long term care funding as well as final wishes all need consideration in retirement.
Kevin has earned the Certified Financial Planner™ (CFP®)designation and the Retirement Income Certified Professional® (RICP®) to better help people understand their options in retirement and how best to use them for a rewarding experience. Kevin stays atop of the latest retirement regulations and strategies through his membership with Ed Slott Elite Advisors. A fee-based advisor, Kevin embraces the fiduciary standard and works with clients and fellow professionals to promote the responsibilities and the duties that advisors owe their clients.
In his role as Chief Investment Officer, Kevin not only works with clients but also other advisors to develop investment strategies to meet life's goals. While proper investment allocation is essential, it is a small piece of the planning process. It is more critical to understand a client's goals and objectives. His musings focus on the how & the why of planning.
Kevin began his financial career in 1994 with a large bank in Baltimore. He received his M.S. in Financial Services from St. Joseph's University in addition to his B.A. in Economics and History from the University of Maryland, Baltimore County.
When not working with clients, Kevin enjoys golfing and, more importantly, spending time with his wife and their two mastiffs, Claude and Bingley.
The true value of planning emerges in the discussion and collaboration of our knowledge applied to your unique circumstances. We bring our areas of expertise to your areas of curiosity, ambition and worry.
Let’s get this conversation started.
Please enjoy our latest thoughts on pertinent issues. Remember there are no “one-size –fits-all” solutions when it comes to money.