Cincinnati Financial Advisor

Kevin Webb is a Certified Financial Planner™ at Kehoe Financial Advisors

Kevin Webb CFP Headshot

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:

Financial Problems Solved

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 Planner Cincinnati

Estate Planning

  • Wills
  • Power of Attorneys
  • Gifting strategies
  • Probate avoidance
  • Trusts
  • Special needs planning
  • Kids from a previous marriage planning
Tax Advisor Cincinnati

Tax Planning

  • Tax saving strategies
  • Tax diversification
  • Net Unrealized Appreciation
  • Qualified vs nonqualified accounts
  • Tax gain/loss harvesting
  • Medicare IRMAA planning
Investing in Cincinnati

Investment Strategist

  • Asset allocation
  • Diversification
  • Options, restricted stock, non-qualified deferred compensation
  • Education planning
  • Tax consideration
    Health Savings Accounts
Free Investing Consultation

Insurance Advisor

  • Life insurance
  • Disability insurance
  • Long term care insurance
  • Policy loans
  • Beneficiary Designations
Wealth Management Cincinnati

Wealth Management

  • Financial Position
  • Cash flow
  • Net worth
  • Paying off debt
  • Emergency savings