After having spent the majority of my professional life in engineering and construction, I embarked on a career transfer into the financial services industry. With over 15 years experience in the financial and real estate fields, Mr. Kay has experienced many economic and financial cycles that resulted in 50% losses as seen in the Great Recession of 2008-2009. We believe in providing clients with low risk (safe money management).
Life experience has given us an intimate knowledge of Long Term Care and planning for it. This changes the way investments are viewed and need to be set up.
Our mission is to help retirees and those preparing to retire protect and grow portfolios they have worked so hard to build.