Chartered Financial Consultant
Kent has been advising clients on their financial needs for 40 years. For the last several years he has focused on helping people prepare for and enjoy their retirement. Kent is a recognized specialist in the field of Retirement Income Distribution Planning. Finding and coordinating as much lifetime-guaranteed and tax-favored income as possible is a goal for each client. Knowing which accounts to use first and how to coordinate income from different sources can also reduce taxes and stretch available resources. “Goal Matching” a client’s objectives with available products and strategies creates truly personalized plans. Whether a client is just preparing for retirement, or in the last stages of life, Kent does his best to put safety first and remove the risks which could destroy an otherwise safe and stress-free retirement. Risks addressed include, but are not limited to; market risk, inflation and tax risks, withdrawal rate and sequence of returns risks, the financial impact of a long term care event, and longevity risk (the multiplier of all other risks). Legacy Planning is also considered dependent upon client wishes and available assets.
Kent has been married to the love of his life for over 40 years and raised 6 children in Sandy, Utah. The nest of grand kids is growing. Concurrent with his career in the financial world, Kent served his country as an officer in the Army National Guard (LTC Ret) for over 30 years.