Kevin P. Lemmon
  • Male
  • Houston, TX
  • United States
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Kevin P. Lemmon's Friends

  • Wayne Boozer
  • Laura Basurto
  • Lee Farb
  • Lisa Werhan
  • Shannon Strossner
  • Patti Kilby
  • Cal Preece
  • Eric J. Hill
  • Wil Davis
  • Timothy J. Sullivan, Sr.
  • James P Hutchison Jr
  • Zoe Russell
  • Jennifer Fisher
  • Dianne Gilbert
  • Nancy Johnson

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Profile Information

How did you hear about this site InHouston?
Through a coworker.
Industry
Financial Planning, investments, and Financial Advisor at Investment Professionals, Inc
Niche (Services/Products your company provides:)
Financial Planning, investments, and tax management srategies for individuals and business owners.
About Me:
Kevin seeks to maximize benefits for clients by bringing investments, insurance and retirement, estate and tax planning into one plan to minimize or eliminate gaps that can leave families under-prepared and under-protected. He also strives to ensure that the overall plan is appropriate for risk tolerance and growth objectives and efficient for diversification, insurance coverage and tax purposes.
City, State
Houston , Texas
Area of Houston
southeast
Website:
http://www.invpro.com
Open Networker?
yes
Servant Leader, Give It First Networker?
yes
Have Attended Live InHouston Netweaving Events (ever):
yes
Perfect Client
Business Owner with gross business revenues of $2,000,000. Typically, the owner has a CPA, attorney and other professionals he or she works with to address tax management and legal needs, but may not be aware of all strategies available to them to increase profits and reduce business and personal tax liabilities.
Target Market(s)
Individuals and famiies with income and/or investable assets of $100,000 or more.

Business owners with busness revenues of $2,000,000 or more.
Urgent Needs and Compelling Desires of Target Market(s)
Individuals and famiies are often uncertain of where they stand in preparing for retirement and other major financial goals. Studies indicate that only 20% of the population are on track to retire with sufficient funds.

Business owners rely heavily on their CPA, attorney, insuance agent and other professionals for advice. Despite that, most leave significant profit and income opportunities on the table in underutilizing the power of a more cohesive and comprehensive strategy.
Opportunities said Target Market(s) would love to invest in
Individuals and famiies - The confidence and peace of mind that comes from knowing they will not outlive their assets.

Business owners - An often significant increase in profits for their business, significant reduction in their personal tax
Benefits of investible opportunities to Target Market(s)
A predictable and truly secure financial future.

Comment Wall (17 comments)

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At 9:05am on March 24, 2011, Jennifer Fisher said…
Happy Birthday, and may all the wishes and dreams you dream today turn to reality.
At 6:25am on March 24, 2011, Dianne Gilbert said…

Happy Birthday Kevin!  You’re not getting older, just gaining more experience! 

May all your experiences this next year be positive and enjoyable.

At 3:18pm on October 1, 2010, Trina Maxwell, LMT, MMP, MTI said…
Welcome, Kevin!
At 9:14am on May 21, 2010, Martin Murff said…
Hey there Kevin! I'll post the next All Clear Lake, All Networking Groups mixer a little earlier next time. It'll be the 3rd Wednesday of every month, so the next one is June 16th, same place (Chelsea Wine Bar).
At 1:50pm on May 20, 2010, Zoe Russell said…
Thank you! I'll email him and offer our services. That was really thoughtful of you!
At 9:36am on March 26, 2010, Lea-Ann Gee said…
Good; looking forward to the weekend.
At 9:53am on March 24, 2010, Jennifer Fisher said…
Happy Birthday. May it be filled with joy, laughter, good friends and good wishes.
~Jennifer
At 9:14am on March 24, 2010, Patti Kilby said…
Happy Birthday! Here's a little treat for you...it's calorie free!!


Changing the world...one face at a time,

Patti Kilby
At 7:50am on March 24, 2010, Wil Davis said…
Happy Birthday Kevin & I look forward to meeting you at an upcoming mixer soon! Enjoy YOUR day!!
At 3:42pm on March 23, 2010,
InHouston
Nancy Johnson
said…
Hi Kevin
Welcome to InHouston! I'm looking forward to meeting you face to face at one of our events! I would love to hear more about what you do and see how I can help you.
And Happy Birthday tomorrow!
Nancy
 
 
 

 

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