Kevin M. McKee

About Kevin M. McKee

Our process will help you achieve better financial balance and organization. We will help you insulate and improve the lifetime performance of your balance sheet. Implementing cash flow strategies, minimizing taxes, and improving protection are critical elements of our practice. Our goal is to help you fully protect your family, your business and your future with appropriate insurance, investment and employee benefit programs. The result is an enhanced understanding of how your cash flow and assets should work together to accomplish your objectives and greater confidence for you regarding financial decision making. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 7101 Wisconsin Avenue, Suite 1200, Bethesda, MD. Securities products and advisory services offered through PAS, member FINRA, SIPC. First Financial Group is not an affiliate or subsidiary of PAS. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof./COMPLIANCE:20•••17/

Experience

1. Registered Representative of Park Avenue Securities

   First Financial Group

   Jan 2014 — Present · King of Prussia, PA

   President of the Estate and Business Planning Unit of First Financial GroupOur mission is to support the vision of business owners of small to medium size closely held companies (up to employees), and high net worth individuals in the areas of insurance and investment planning, and employee benefit strategies designed to help attract, retain and reward the best talent for your organization.

Education

• American College - Bryn Mawr, Pa.

  Chartered Financial Consulant (ChFC) and Chartered Life Underwriter (CLU), Finances, Insurance and Investments

  1984 — 1987

• Penn State University

  Bachelor's degree, Marketing, Minors in Finance, and Risk Management

  1978 — 1982

Skills

• Reit
• Life Insurance
• Variable Annuites
• Ira Rollovers
• Leadership
• Strategic Planning
• Bonds
• Retirement Planning
• Sales
• Iras
• Pensions
• Supplemental Executive Retirement Plans
• Disability Insurance
• Stocks
• Fixed Annuities
• Mutual Funds
• Employee Benefits
• Etfs
• Customer Service
• Long Term Care Insurance
• Education Funding
• Financial Planning
• Indexed Annuities
• Financial, Estate and Business Planning
• Charitable Gift Planning