Claim this profile

Creative Asset Solutions

--

EZlocal Rating Star

Total Reviews: 0

Star Review Write a review

Retirement Planning·Closed Today·Florence, KY

7310 Turfway Rd., Suite 550

Florence, KY 41042

(859) 372-6727

Website iconwww.creativeassetsolutions.com


About this business

"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."

Products and Services

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


Payments Accepted

Personal Checks

Alternate Phone: (859) 818-0409
English
2001
kevin@creativeassetsolutions.com
Mon 8:00 AM to 5:00 PM
Tue 8:00 AM to 5:00 PM
Wed 8:00 AM to 5:00 PM
Thu 8:00 AM to 5:00 PM
Fri 8:00 AM to 5:00 PM
Sat Closed
Sun Closed

Features

Reviews for Creative Asset Solutions

Be the first to write a review for Creative Asset Solutions on EZlocal!

Write a review


Browse Florence Businesses:
Popular | # | A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z

Google Reviews
Facebook Ads
EZlocal 17 Years
BBB A+
Bing Ads