Kevin Salvadori has a mission to help you get your finances in shape! If you have ever felt lost with what to do or where to start to get your finances in order, he can help.
Kevin offers a flat fee one-year program – “Financial 101” He will help you create a budget, assist with plan to get out of debt, educate you on basic financial concepts, help you understand investing and insurance and much more. This program lays a foundation for a healthy financial future.
In addition as our 401k specialist, he assists the employees of our plans to understand not only their 401k options, but other retirement planning that creates opportunities outside of the 401k, 457 or 403b retirement plans.
What you should expect working with Kevin as an advisor:
- Customized financial planning
- Education on a variety of financial topics
- Coordinate with CPA’s and estate planning attorneys to cover all important areas of your financial life
- Provides integrity and honesty helping you toward your financial goals
Kevin became passionate about retirement planning and investing after he was forced to retire from professional basketball prematurely due to an career ending injury. His belief is you need to prepare for the unexpected when you can, because you never know what the future will hold.
In his free time, Kevin volunteers as a coach with high schools and camps. He enjoys teaching life lessons that he was so fortunate to learn from his college basketball Coach Dean Smith. He is a graduate of University of North Carolina at Chapel Hill and a member of the 1993 National Championship Basketball team.
Kevin still stays very active outdoors and enjoys time with his dogs.
- Fee-Based Planning
- Business Retirement Planning
- Financial 101 – 1 Year Education Class
- Financial Planning and Wealth Management
- Insurance and Disability Planning
- Investment Strategies
We are committed to delivering only premium quality comprehensive financial services to our clients. We will work through the process to identify your needs and goals, and put your plan into action.
Monday – Friday
from 9:00 to 5:00