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McCord and Wheeler Financial Services, PLLC
Distance: 0.0 Mi103 Wind Haven Dr Ste 201
40356-8026 Nicholasville -
Lexington Wealth Management Inc.
Distance: 2.9 Mi2969 Hemingway Lane
40513 Lexington -
Alliance Assurance Agency Ltd.
Distance: 2.7 Mi3306 Clays Mill Road #104
40503 Lexington -
Heritage Insurance Agency, Inc
Distance: 2.7 Mi3306 Clays Mill Road, Suite 106
40503 Lexington -
David W. Hudson, CPA
Distance: 2.7 Mi3306 Clays Mill Rd Ste 102
40503 Lexington
Spectrum Financial Alliance, Ltd
- 105 Wind Haven Dr
- Nicholasville, Kentucky
- 40356-8005
- Phone: 502.426.8988
- Website
Website Links
Description
Kevin owns Premier Financial Group ® Insurance and Financial Services and is a Managing Director at Spectrum Financial Alliance, Limited, L.L.C. He has been in the insurance business for over 12 years. A native of Lexington, KY, he is a graduate of Bryan Station High School and Centre College in Danville, KY, with a Bachelor of Science Degree in Economics and Spanish. Kevin is currently a member of BAIFA (Bluegrass Association of Insurance and Financial Advisors), Board of Directors of Big Brothers and Big Sisters of the Bluegrass, Lexington Leadership Steering Committee, and Past President and current Vice President of the Northern Cal Ripken Baseball & Softball Association, and nominated as a Lexington Rising Star in 2001. He is a qualifier of the Million Dollar Round Table, Court of The Table, and a graduate of the Lexington Leadership program. He holds the designation of CSA (Certified Senior Advisor), LUTCF (Life Underwriter Training Council Fellow), and is a student of the American College. Kevin is serving his second term as the 6th district Council member for the city of Lexington. In his spare time, he is a strong advocate for the benefit of children in Lexington where he has been a Big Brother since 1996, and has been coaching baseball for children ages 5-12 years old. He and his wife, Kati, are members of Eastland Church of God. How Our Insurance Services Can Help You We provide direction through the maze of financial and estate strategies for business and family. Penetrating the Maze: Our goal is to take the mystery out of the maze of insurance and investment products. For many business owners, the world of financial products is a confusing tangle of terms, conditions, rules, and hypothetical projections. They know that somewhere in the maze lurk important implications for their well being and the well being of their families. But sometimes the maze seems impossible to penetrate. We can work with you through a step-by-step, logical process to determine what you need. Together we can devise a plan that will take you where you want to go. The Process: The most important thing we do for clients is to clarify the process. We will sit down with you for a question and answer session concerning your business and personal goals. We will ask about what insurance you now have and match those with what you tell us you want to accomplish. We will explore your personal protection against death, ill-health, and short or long-term disability. We will discuss how your business and personal needs are connected and what insurance and benefits are needed to maintain the value of your business. Coordinating Offense and Defense: Everything in your financial program should work together toward achieving your specific goals. Like football, some strategies are offensive, such as investments; some are defensive, such as insurance. Both are necessary, but unless they are coordinated, they will not produce the results you desire. What affects your business can affect you and your family personally. The key is a coordinated plan that balances all of the elements to achieve your goals. We can give you the perspective and the insight to help make this happen.