Kevin Lao, CFP® Imagine Financial Security
- 12574 Flagler Center Blvd Suite 101, Jacksonville, FL 32258
- (904) 323-2069
- http://www.imaginefinancialsecurity.com/
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!
Recently Published
The Consequences of Extended Care in Retirement
March 24, 2023Nobody wants to think of themselves as getting old or frail. In fact, many retirees in their 60s, 70s, and even 80s are still traveling the world. The risk of extended care will never impact them. But if you need extended care, what are the consequences to your loved ones? They are not just financial […]
The post The Consequences of Extended Care in Retirement appeared first on Imagine Financial Security.
What can Retirees learn from Silicon Valley Bank’s failure?
March 14, 2023Easy money policy beginning in 2009 led to a historical run in tech companies. Companies that rely on leverage to aggressively grow were borrowing money for next to nothing! Investors weren’t even concerned with cash flows, or healthy balance sheets. If the idea seemed like it could stick, they would take their bets. Some paid […]
The post What can Retirees learn from Silicon Valley Bank’s failure? appeared first on Imagine Financial Security.
How to plan for Required Minimum Distributions (RMDs)
March 1, 2023It’s natural for us to think about how to GET to retirement, but not about how retirement will actually work. The same is true for saving into a 401k or 403b plan. Most think about how to invest their 401k and maximize growth. However, what about the distribution process? And more importantly, what is the […]
The post How to plan for Required Minimum Distributions (RMDs) appeared first on Imagine Financial Security.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
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
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
