Kevin Hoppens
I help successful business owners, professionals, executives and those getting ready to retire to live the best life they can, with the resources they have and at the risk level they want to take.
- Role
- Financial Advisor at Edward Jones
- Location
- Greensboro, NC, US
- LinkedIn followers
- 500 followers
About Kevin Hoppens
Have you ever tried to solve a puzzle without looking at the picture on the box lid? It…
Experience
Financial Advisor
Jan 2009 — Present · Greensboro, NC, US
As a financial resource for successful business owners, professionals, retirees and pre-retirees, we have developed and refined a process to put all the pieces of the financial puzzle together. We look at your big picture – we do our best to help you live the best life you can, with the resources that you have and at the risk level that you would like to take.The people who receive the most benefit from us and with whom we work most effectively are those who:• Want to make smart decisions about their money.• Want help in mitigating taxes.• Want to take care of their heirs.• Want to help protect assets from being unjustly taken from litigation and divorce.• Want to magnify the number of charitable gifts they can give.
Skills
- Fixed-Income Investments: Bonds, Mutual Funds, Etf's and Unit Investment Trusts
- Individual Retirement Accounts: Traditional Ira and Roth Ira
- Portfolio and Retirement Plan Reviews
- Insurance: Term Life, Permanent Life, and Long Term Care
- Retirement Plan Rollovers and Consolidation
- Saving, Spending and Borrowing Solutions
- Edward Jones Advisory Account - Fee Based
- Annuities: Fixed, Immediate, and Variable
- Education Savings Plans
- Business Retirement Plans: 401k, Defined Benefit, Sep and Simple Ira's
- Equity Investments: Stocks, Mutual Funds, Etf's and Unit Investment Trusts
- Monthly Investing Program
- Investor and Employee Education Programs
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