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Kevin Berry | Secure Financial Solutions Business Information

Name:
Kevin Berry | Secure Financial Solutions
Address:
2500 Regency Parkway

City:
Cary
State:
North Carolina, US
Zip Code:
27518
Telephone:
(919) 654-6838
Fax:
n/a
Website URL:
https://securefinancialsolutions.com/
Facebook:
https://www.facebook.com/SecureFinancialSolutionsNC/
Twitter:
n/a
Categories:
Financial Advisory Services
Financial Planning Consultants
Investments
Hours:
M-F 9am-5pm, Sa-Su Closed
Services:
College Planning, Investment Services, Retirement Planning
Products:
n/a
Brands:
n/a
Coordinates:
35.734500, -78.788400
Accepted Payment:
Contact:
[email protected]

About Kevin Berry | Secure Financial Solutions

It is important to feel you have control over your future. At Secure Financial Solutions, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Kevin began his career in the financial services industry when he joined Asset Protectors and Advisors Group in Raleigh, North Carolina where he has spent the almost a decade designing lifetime income and wealth transfer strategies, from the simplest to the most complex. He has trained and instructed hundreds of individuals along with financial planners around the country on the real power of certain financial tools as they pertain to wealth building and tax elimination. Kevin’s expertise centers in the fields of tax mitigation, wealth enhancement, and income planning. In 2013 Kevin partnered with John Jenkins and is now the Vice President of Secure Financial Solutions in Cary, North Carolina. Secure Financial Solutions is a full-service financial firm helping clients obtain a strong and prosperous retirement.

John is passionate about teaching folks powerful financial planning concepts and how to avoid the common misconceptions, myths, and mistakes so many people make when planning for retirement. John has spoken at workshops across the country, teaching clients how to take control of their finances and retirement to make sure they never outlive their savings. John started his own company Secure Financial Solutions in Cary NC in 2010.

John and his family live in Ponte Vedra Beach, FL. He stays very busy raising his children; Zack, John III, Alex, and Chris. The family enjoys playing with their four dogs; Terrapin, Aiko, Anouk, and Trump. John is active in his community and enjoys coaching his son’s baseball team. In his spare time; John enjoys golfing, boating, riding motorcycles and attending Jacksonville Jaguars football games.

If you would like to learn more about Secure Financial Solutions or would like to schedule a no-obligation meeting, please contact us today!



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