Kevin works with clients to determine their personal objectives and develop and implement financial planning and investment strategies designed to meet those goals. He also serves as Chief Counsel for the firm.
Juris Doctor, CERTIFIED FINANCIAL PLANNER™
Cornell Law School, J.D., cum laude
University of Notre Dame, B.A., magna cum laude, Government
According to the Merriam-Webster dictionary, “fiduciary” is both an adjective meaning “of, relating to, or involving a confidence or trust,” and a noun meaning “one that holds a fiduciary relation or acts in a fiduciary capacity.” But what does that mean in terms of your relationship with Modera? Here we’ve answered questions that may help to clarify the meaning.
As the world goes increasingly digital, many of us have amassed sometimes large collections of non-physical assets such as digital photos, music, movies, eBooks, cryptocurrencies and more on our computers, smartphones, portable media players, hard drives and other devices. Although they are in an electronic format, these assets often have personal or financial value, which can make them part of your estate. And that means they should be included in your estate planning.
Nothing guarantees there will be sufficient money to cover all costs in retirement. But there are some common mistakes to steer clear of as you grow older.
For many of our clients, the idea that their portfolios should “never walk alone” is probably obvious enough. Financial planning should constitute a comprehensive approach to creating, implementing, and monitoring a plan tailored to each client’s individual goals, needs, and circumstances.
Modera Financial Planning & Wealth Management
221 W. Main St., Suite A, Inverness, FL 34450