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.
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.
Have Attended Live InHouston Netweaving Events (ever):
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.
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.
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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).
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!