Kevin Lewin, Aams® Email & Phone Number

Financial Planning: Reducing Stress Through Clarity and ConfidenceMoney stress is a significant challenge for many. In fact, 72% of Americans report feeling stressed about money at least once in the past month (source: APA). With over 30 years of experience in business, finance, marketing, and leadership, I am uniquely positioned to help you address your personal financial situation and find tailored solutions that bring peace of mind.I’ve spent decades mastering time-tested financial principles and simple, effective practices that reduce financial stress. I’ve applied these principles not only to my personal finances but also to help businesses and non-profits achieve their greatest potential. My mission is to guide clients to success by deepening their understanding of financial principles and sound investing practices.From past business experiences, I know that client satisfaction hinges on excellent service. My approach is centered around education and clear communication, ensuring you understand the financial products and services you're receiving without being overwhelmed by industry jargon.Throughout my career, I have owned and managed print services companies, served on various boards (primarily as treasurer or budget manager), offered on-demand consulting, and led in Christian leadership roles. My wife, Brenda, and I live near the Boise Metro region of Idaho. Together, we enjoy motorcycle touring (having traveled over 50,000 miles across 37 states), fly fishing, nature photography, and spending time outdoors.Originally from near Vancouver, British Columbia, I spent much of my career in the print and marketing industries in the Kansas City and Denver Metro areas. Brenda and I are blessed with a wonderful family, and we are active in our local church, where I lead Bible Studies.If you're looking to gain clarity and confidence in your personal finances, I’m here to help. Let’s work together to build a plan that reduces stress and sets you on a path to financial peace.Advisory services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through CFD Investments, Inc., a Registered Broker/Dealer, Member FINRA/SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. CFD Investments, Inc. is not associated with SmartVestor or the Dave Ramsey organization. Neither SmartVestor nor The Dave Ramsey organization recommend or make an endorsement for services under the SmartVestor program. Alliant Financial Solutions is not affiliated with the CFD Companies.

Listed skills include Offset Printing, Digital Printing, Wide Format Printing, Print On Demand, and 46 others.