Kevin R Smith

Financial Advisor @Mutual of Omaha

Independence, OH, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2015 — Present

Financial Advisor @Mutual of Omaha

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Full array of financial planning for clients. Retirement, Legacy, Estate, Wealth Accumulation Strategies, Long Term Care, and more. My team will build a plan for your retirement and the legacy you leave. We create a living document of a financial plan that changes as you do and grows to create the path designed to manage every turn life shows you. We use tools such as insurance to protect lifestyles. Lets discuss your plan and path to create your living document!This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1.‎ Insurance Licensed in: OH, NC 2. If references are made of the Mutual of Omaha companies and their products or services, please refer to the following link for important information: 3. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc, Member FINRA 4. Mutual of Omaha Financial Advisors is the marketing name for Mutual of Omaha Investor Services, Inc. WealthCare Engineering, LLC and the Mutual of Omaha companies are not affiliated. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites. Insurance products and services are offered by various underwriting companies. Underwriting company is dependent upon insurance product sold.

SKILLS

Disability InsuranceMortgage ProtectionMedicare SupplementsRetirement PlanningKey Person InsuranceRetirementRetirement Plan ConsultingRetirement Income StrategiesBuy-SellAlternative Investments401(K) Retirement Savings PlansWealth Preservation PlanningWealth ManagementSuccession PlanningIndexed AnnuitiesSmall BusinessInvestmentsRisk ManagementNeeds AnalysisFinancial AdvisoryLife InsuranceMulti-Generational Wealth TransferVariable AnnuitiesAnnuitiesLong Term CareCustomer ServiceWealth AccumulationSpecial Needs AdvisorFinancial PlanningFixed AnnuitiesSpecial Needs TrustsEstate Planning

ABOUT KEVIN R SMITH

In the pursuit of your financial goals, it’s important to identify priorities, understand…

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Kevin R Smith — Financial Advisor at Mutual of Omaha in Independence, OH, US | Unifers