Kevin Bard is the Owner and Founder of Creative Asset Solutions, LLC, a respected financial consultant, educator and author. He is a retirement planning professional, who focuses on maximizing income strategies that incorporate Social Security and protecting investment principal. His strategies have helped his clients preserve their wealth and increase their family legacy.

Over the past 20+ years Kevin has utilized a unique process that has allowed his clients to be better informed about the numerous income, investment and insurance choices available today. It requires thinking through the following questions:

If there was  missing information that was costing you money now or that would cause a significant problem or cost in your future, when would you want to find out about it? Today? 5 or 10 years from now? Never?

If that information was critical to your retirement strategy, would you agree you would want to know about it before making any type of financial decision, especially one that put your money at risk?

This is what makes Kevin and his firm different! They believe in identifying all the critical facts necessary to make a sound financial decision that is in your best interest before making that decision. This has enabled his clients to make better choices regarding their individual retirement needs, therefore potentially avoiding the  unforeseen financial minefields that can impact a plan for retirement. Kevin has worked extensively with qualified elder law attorneys and CPAs to make sure his clients get the most knowledgeable and up-to-date advice available.

Kevin is a series 65 investment advisor representative and holds firm to his fiduciary responsibilities; in addition, he is a Chartered Federal Employees Benefits Consultant designation (CHFEBC) and holds life and health insurance licenses in multiple states. Kevin is long-standing member of the Society of Financial Service Professionals, and both the Cincinnati Area and the Eastern Michigan Better Business Bureau maintaining an A+ rating since starting Creative Asset Solutions, LLC in August of 2001. Kevin’s firm is based in Northern Kentucky with branch offices in Cincinnati, Blue Ash, West Chester and in Clinton Township, MI.

Accreditations and Affiliations

Society of Financial Service Professionals: Founded in 1928, the Society of Financial Service Professionals is the standard bearer for excellence in professionalism, advanced continuing education, and ethical guidance for the nation’s top financial advisers. www.financialpro.org or 1-800-392-6900

Better Business Bureau of Southeast Michigan and Better Business Bureau of Cincinnati: BBB members are businesses and firms which meet tough BBB standards and agree to follow the highest principles of business ethics. You will find that no complaints have been filed with the BBB, please check us out. www.easternmichiganbbb.org or (248)223-9400.

Departments of Insurance: Michigan, Indiana, Kentucky, Ohio