Chuck Cole Financial Services

"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 20+ 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. They believe in identifying all the critical facts necessary to make a sound financial decision that is in your best interest before making that decision. Kevin is a series 65 investment advisor representative and holds firm to his fiduciary responsibilities; in addition he holds life and health insurance licenses in multiple states. Kevin is 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."

Serving Crestview Hills, KY and outlying areas Bill Nagy and associates of New Financial Concepts is offering the following services not limited to: Financial Services, Financial Planner, Financial Advisor, Retirement Planner and Investments.

We are an independent registered investment advisor providing comprehensive investment management, financial planning, estate planning, and company retirement plans.