Kevin Webb is a Certified Financial Planner™ at Kehoe Financial Advisors
When you think about your most important goals, many of them have to do with money. Providing for your family, retiring, and a new vacation home are some examples.
As a Certified Financial Planner™, I help individuals, small businesses, and non-profits make their goals a reality by having an efficient financial plan and identifying steps to achieve it. This is accomplished in some of the following ways:
Retirement Planning
- How much to save to reach your retirement goal
- Analyzing different types of retirement accounts
- Roth IRA conversions
- Social Security
- Medicare
- Required minimum distributions
- Small business retirement plans
- Minimizing taxes in retirement
- Qualified charitable distributions
Estate Planning
- Wills
- Power of Attorneys
- Gifting strategies
- Probate avoidance
- Trusts
- Special needs planning
- Kids from a previous marriage planning
Tax Planning
- Tax saving strategies
- Tax diversification
- Net Unrealized Appreciation
- Qualified vs nonqualified accounts
- Tax gain/loss harvesting
- Medicare IRMAA planning
Investment Strategist
- Asset allocation
- Diversification
- Options, restricted stock, non-qualified deferred compensation
- Education planning
- Tax consideration
Health Savings Accounts
Insurance Advisor
- Life insurance
- Disability insurance
- Long term care insurance
- Policy loans
- Beneficiary Designations
Wealth Management
- Financial Position
- Cash flow
- Net worth
- Paying off debt
- Emergency savings
