Kevin Small, Cfp®, Clu, Aif Email & Phone Number

MissionCan you imagine your retirement? Do you have a savings plan? How do you make your investment decisions? Whether you have just landed your first full-time job, are planning to start a family, or retirement is staring you in the face, I am committed to helping you build a sound financial strategy and achieve your financial goals. I will rely on my professionalism, knowledge and integrity to help set you on a secure financial path. I will deliver personalized service, account for your individual preferences and concerns, and tailor the best possible approach for you and your family. I am here to help take away the anxiety around financial planning and investing. By taking an educative approach, I will help you visualize your retirement, organize your assets, and make sure you take advantage of all the opportunities available to you. I look forward to helping you take control of your financial future. Products/Services Retirement accumulation and distribution planningInvestment Analysis/ StrategyCollege Saving OptionsInsurance Planning (Life, Health, Disability, Long Term Care)Business Planning Education BS, Finance, University of Miami – Cum Laude Professional Licenses/DesignationsCFPAIFSeries 7Series 66Life & Health PersonalFor additional information and disclosures please visit: https://cmgnewyork.com/ Away from the business, I enjoy golfing, snowboarding, and spending time with family and friends.