We stand for “doing the right thing.” Join us.
Call UsWe stand for "doing the right thing." Join us.
We stand for “doing the right thing.” Join us.
Call UsMeet the hearts and minds behind the scenes at Creative Asset Solutions.
Who leads Creative Asset Solutions?
A leader defines their organization’s culture.
Kevin, a respected financial consultant, educator and author, 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 a 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.
After eight years of working for large insurance companies, Kevin Bard founded Creative Asset Solutions in August 2001. His objective has always been to provide clients with effective strategies for their insurance, investment, and retirement needs.
Kevin is dedicated to simplifying complex financial decisions and offering clear, straightforward guidance in an often confusing financial landscape. He collaborates with attorneys, CPAs, and other professionals to ensure his clients receive comprehensive and well-coordinated solutions tailored to their individual goals.
Whether clients are already retired, nearing retirement, or still years away, Kevin provides strategies designed for every stage of life. If you value a long-term relationship with a trusted advisor, Kevin offers more than 30 years of experience helping individuals make confident decisions about their investments, 401(k) plans, income planning, insurance, and estate planning. He and his team are committed to providing guidance, clarity, and peace of mind at every stage of life.
Creative Asset Solutions offers services including fiduciary advising, financial planning, wealth management, retirement planning, income planning, insurance, financial analysis, and estate planning.
Durran is partnering with Kevin to provide assistance and care to the CAS clients in the areas of life insurance and Medicare knowledge. He is a graduate of the University of Notre Dame. For 20 years, he has been able to coach and mentor many young children and adults through the schools and church which helps foster his passion to serve the families of this community. His wife and two children have lived in Northern KY for over 45 years.
Creative Asset Solutions has partnered with nationally recognized Social Security expert Heather Schreiber to provide clients with tailored Social Security distribution and claiming strategies.
With over 25 years of experience, Heather is a passionate advocate for empowering retirees through education. She owns HLS Retirement Consulting, LLC, and is a published author and keynote speaker featured in USA Today, Think Advisor, and more. Heather also collaborates with financial organizations like Surgent CPE and NAFA to educate professionals and consumers on retirement planning.
Elisabeth has over 30 years of experience in administrative assistance, sales and marketing, and design. She has a passion for organization and ensuring tasks are completed efficiently. A former homeschooling mom, Elisabeth enjoys spending her free time working on wood projects and creating unique, handcrafted items.
Meet the hearts and minds behind the scenes at Creative Asset Solutions.
Who leads Creative Asset Solutions?
A leader defines their organization’s culture.
After eight years of working for large insurance companies, Kevin Bard founded Creative Asset Solutions in August 2001. His objective has always been to provide clients with effective strategies for their insurance, investment, and retirement needs.
Kevin is dedicated to simplifying complex financial decisions and offering clear, straightforward guidance in an often confusing financial landscape. He collaborates with attorneys, CPAs, and other professionals to ensure his clients receive comprehensive and well-coordinated solutions tailored to their individual goals.
Whether clients are already retired, nearing retirement, or still years away, Kevin provides strategies designed for every stage of life. If you value a long-term relationship with a trusted advisor, Kevin offers more than 30 years of experience helping individuals make confident decisions about their investments, 401(k) plans, income planning, insurance, and estate planning. He and his team are committed to providing guidance, clarity, and peace of mind at every stage of life.
Creative Asset Solutions offers services including fiduciary advising, financial planning, wealth management, retirement planning, income planning, insurance, financial analysis, and estate planning.
After eight years of working for large insurance companies, Kevin Bard founded Creative Asset Solutions in August 2001. His objective has always been to provide clients with effective strategies for their insurance, investment, and retirement needs.
Kevin is dedicated to simplifying complex financial decisions and offering clear, straightforward guidance in an often confusing financial landscape. He collaborates with attorneys, CPAs, and other professionals to ensure his clients receive comprehensive and well-coordinated solutions tailored to their individual goals.
Whether clients are already retired, nearing retirement, or still years away, Kevin provides strategies designed for every stage of life. If you value a long-term relationship with a trusted advisor, Kevin offers more than 30 years of experience helping individuals make confident decisions about their investments, 401(k) plans, income planning, insurance, and estate planning. He and his team are committed to providing guidance, clarity, and peace of mind at every stage of life.
Creative Asset Solutions offers services including fiduciary advising, financial planning, wealth management, retirement planning, income planning, insurance, financial analysis, and estate planning.
Assistant to Kevin Bard
Durran Alexander
Durran is partnering with Kevin to provide assistance and care to the CAS clients in the areas of life insurance and Medicare knowledge. He is a graduate of the University of Notre Dame. For 20 years, he has been able to coach and mentor many young children and adults through the schools and church which helps foster his passion to serve the families of this community. His wife and two children have lived in Northern KY for over 45 years.
Social Security / Tax Advisor
Heather Schreiber
Creative Asset Solutions has partnered with nationally recognized Social Security expert Heather Schreiber to provide clients with tailored Social Security distribution and claiming strategies.
With over 25 years of experience, Heather is a passionate advocate for empowering retirees through education. She owns HLS Retirement Consulting, LLC, and is a published author and keynote speaker featured in USA Today, Think Advisor, and more. Heather also collaborates with financial organizations like Surgent CPE and NAFA to educate professionals and consumers on retirement planning.
Administrative Assistant
Elisabeth Mihaljevic
Elisabeth has over 30 years of experience in administrative assistance, sales and marketing, and design. She has a passion for organization and ensuring tasks are completed efficiently. A former homeschooling mom, Elisabeth enjoys spending her free time working on wood projects and creating unique, handcrafted items.
Assistant to Kevin Bard
Durran Alexander
Durran is partnering with Kevin to provide assistance and care to the CAS clients in the areas of life insurance and Medicare knowledge. He is a graduate of the University of Notre Dame. For 20 years, he has been able to coach and mentor many young children and adults through the schools and church which helps foster his passion to serve the families of this community. His wife and two children have lived in Northern KY for over 45 years.
Heather Schreiber
Creative Asset Solutions has partnered with nationally recognized Social Security expert Heather Schreiber to provide clients with tailored Social Security distribution and claiming strategies.
With over 25 years of experience, Heather is a passionate advocate for empowering retirees through education. She owns HLS Retirement Consulting, LLC, and is a published author and keynote speaker featured in USA Today, Think Advisor, and more. Heather also collaborates with financial organizations like Surgent CPE and NAFA to educate professionals and consumers on retirement planning.
Elisabeth Mihaljevic
Elisabeth has over 30 years of experience in administrative assistance, sales and marketing, and design. She has a passion for organization and ensuring tasks are completed efficiently. A former homeschooling mom, Elisabeth enjoys spending her free time working on wood projects and creating unique, handcrafted items.
