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filler@godaddy.com
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filler@godaddy.com
Retirement Gap Solutions' purpose is to increase both the awareness of and the understanding of the significant Tax Advantages and Growth Opportunities that Life Insurance can offer when you are planning for your Retirement. I help my clients create Significant $Amounts of Tax-Free Income and Tax-Free Assets for Retirement Income, Wealth Transfer to Heirs and Charitable Giving using Life Insurance as the Tool to accomplish these Goals.
Kevin is a CPA/MBA with more than 30 years of accounting, finance and general management accomplishments. Kevin began his business career in Public Accounting working first for Price Waterhouse and later for Coopers & Lybrand on both the audit and tax staffs. He has a significant background in manufacturing, construction and real estate development as well as substantial experience in the consulting services and software-as-a-service industries. Kevin has worked in companies of varying size as a CFO, VP of Finance or Controller: from private early-stage start-up to mid-market growth as well as publicly traded.
With the founding of Retirement Gap Solutions, Kevin is now leveraging his quarter-century plus of experience directly advising business owners on both their business and personal financial matters. Growing and protecting wealth while minimizing the impact of income taxes has been a central theme of Kevin's work with business owners. Retirement Gap Solutions clients are now directly benefiting from Kevin's many years of work with business owners on the very matters that will significantly impact their financial futures and their retirement planning.
Kevin is also a veteran, having served in the U.S. Army as a Russian linguist. Kevin lives with his wife of 40+ years, Tracy, in Sandy Springs, GA. Their daughter, Madison Rose, currently lives and works in Brooklyn, NY.
Education:
· Master of Business Administration – MBA, Finance
· Duke University - The Fuqua School of Business
· Bachelor of Business Administration – BBA, Accounting
· The University of Iowa Tippie College of Business
Certifications:
· CPA – Certified Public Accountant
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The information contained on this website does not constitute legal or tax advice. Legal advice, including tax advice, must always be tailored to your circumstances, and nothing on this web site should be viewed as a substitute for the advice of a competent attorney and tax advisor.