Kevin Bard

About Kevin Bard

As the Owner and Founder of Creative Asset Solutions, I’ve been committed to helping clients for the last 30+ years implement, grow, and partake in the best possible outcomes for their financial future. Over the years, I have taken a strong focus to educating my clients so that they can make more informed decisions about the options that are available today. I pride myself in my ability to listen to what my client’s goals in life and finances are. I pair listening and a direct ability to pay attention to the small details of each client’s story. Those two characteristics allow for a client to feel heard and for our company to become a major asset for our clients. At Creative Asset Solutions, we are able to customize a program that will fit our clients from all areas of life. With the understanding that not everyone has the same goals and situation, we are able to connect each client with an array of support. Our customized services are tailored to each client and reflects an understanding that I am always looking out for my client’s best interest. We are here to help you turn conceptually-sound ideas into fully implemented solutions that add tangible value to your financial future. Our company takes pride in delivering exceptional value every step of the way. Outside of my company I enjoy the great outdoors with my family. We love camping, hiking, and boating and a variety of other outdoor activities. If you have any questions at all about our services, please contact me at the info below. Email: k••••@creativeassetsolutions.com Phone: 85••••••27

Experience

1. Owner and Founder Financial Advisor

   Creative Asset Solutions, Llc

   Aug 2001 — Present

   Creative Asset Solutions has provided actionable solutions to help people maximize their growth and income and minimize their risk for over 20 years. We are firm believers in educating people so that they have all the facts they need to make a good informed decision about their retirement and income desires that is always based on their needs.Our plans focuses on Strategic Portfolio Integration, which is a custom strategy that incorporates all of your assets whether they are self-managed,with another firm or managed by us to maximize the efficiency of your money by reducing taxes, reducing risk and increasing gains. Our unique approach keeps things simple and very flexible.The central focus of Creative Asset Solutions is to merge innovation with strategic planning and alliances to provide a creative efficient plan of action.

Education

• The American College of Financial Services

  Professional Designation

  1994 — 1996