Kevin Lao, CFP® Imagine Financial Security

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About Kevin Lao, CFP®

Nice to meet you!

I started in the financial services industry in 2008, amidst the Great
Recession. It was both a fascinating and heartbreaking time to start in this business. I’ve spoken to countless families who’s retirement plans were delayed years because of it, and this had a significant impact on my career path. I obtained my CFP designation at Georgetown University in 2011. The head professor of the program made a profound statement to me (us); “You can’t do this business the right way if you make a living selling products for commissions.” From that moment it clicked, I needed to cut out the conflicts of interest inherent with big wall street, brokerage, and insurance companies. I found a community of other like-minded financial advisors, also known as fiduciaries, and decided to launch my own firm to better serve you.

When I’m not diving into retirement planning or tax planning strategies for
my clients, I enjoy playing golf twice a year (once on Father’s Day and once on
my birthday), cooking, fishing, anything outdoors, and of course spending time
with my family. My beautiful wife, Jessica, and I have three boys who force us to be the best version of ourselves every day.

Now that you know more about me, I would love to get to know you!

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What is a flat fee financial planner?

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The post What is a flat fee financial planner? appeared first on Imagine Financial Security.

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Episode 11: What is tax planning vs. tax preparation?

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What is tax planning vs tax preparation? What is Tax Planning vs. Tax Prepartion   Kevin Geddings 0:21 Six minutes now after 11 o’clock, we’re live from St. Augustine, we hope that you’re having a good day so far. Kevin Lao joins me here live in the studio. And of course, he is an expert […]

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4 Retirement and Estate Planning Strategies for Blended Families in Florida

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What is a blended family and why does it impact my retirement plan? First, what is a blended family? Simply put, a blended family means a remarriage that involves children from a previous marriage or relationship.  Maybe you and your new spouse both have children from previous marriages, or, perhaps you have children, got remarried, […]

The post 4 Retirement and Estate Planning Strategies for Blended Families in Florida appeared first on Imagine Financial Security.

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Ideal Clients

  • Blended Family
  • Divorced Women
  • Gen X
  • Widow/Widower

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee

Fee Options

  • Quarterly Fee: $1000+/qtr
  • Flat Fee: $400+/engagement

SEC Records

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