- Creative Asset Solutions
Kevin Bard is the Owner and Founder of Creative Asset Solutions, LLC, a respected financial consultant, educator, and author. He is a retirement and social security specialist who focuses on maximizing income solutions and protecting investment principal. His strategies have helped his clients preserve their wealth and increase their family legacy. Over the past 30+ years Kevin has utilized a unique educational process that has allowed his clients to be better informed about the numerous income, investment, and insurance choices available today.
Kevin is an investment advisor with Creativeone Wealth, LLC, and holds firm to his fiduciary responsibilities; in addition, he is a Chartered Federal Employees Benefits Consultant (CHFEBC) and holds life and health insurance licenses in multiple states. Kevin is a long-standing member of the Society of Financial Service Professionals, and both the Cincinnati Area and the Eastern Michigan Better Business Bureau maintaining an A+ rating since starting Creative Asset Solutions, LLC in August of 2001. Kevin’s firm is based in Northern Kentucky with branch offices in Cincinnati, Blue Ash, West Chester and in Clinton Township, MI.
Investment advisory services offered by duly registered individuals through Creativeone Wealth, LLC a Registered Investment Adviser. Creativeone Wealth LLC and Creative Asset Solutions are unaffiliated entities.
LICENSES & ACCREDITATIONS
- Investment Advisor Representative
- Chartered Federal Employees Benefits Consultant (CHFEBC)
- Life & Health Licensed
- Annuity & Long Term Care Licensed
AREAS OF EXPERTISE
- Retirement Income Planning
- Social Security Specialist
- Asset Protection
- Tax Free Income Strategies