Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.  Make sure you check out Our Services to find out more about what we offer and can do for you.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Kevin Bard is a financial advisor that serves clients in Northern Kentucky/Greater Cincinnati and Michigan areas.  Kevin is not a licensed attorney and therefore does not give legal advice but will work with your qualified professional. 

We have Upcoming Workshops!
Keys to Optimizing Your Social Security Benefits

July 22nd and July 30th in Northern Kentucky area

Click here for more information and registration.