Kevin Reardon (BS, CFP®)
Kevin Reardon focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
Planning Specialties
We specialize in working with successful individuals who prefer a personalized approach to their wealth management needs. We take a holistic approach to your financial situation, advising on issues including: tax planning, retirement planning, investment management, business succession, estate planning, risk management, charitable giving, and more. Shakespeare will serve as your contingency plan in the event you become sick or die prematurely to help your survivors manage the wealth you have worked hard to create. We step in and guide your family through difficult situations, and ensure your financial affairs are being handled properly. To see our corporate video visit https://www.shakespearewm.com/about-us/.
Additional Information
We work one-on-one with our clients to maximize their financial situation, while minimizing risks. Because we take the time to know them, their family, and the experiences that have helped form their values, we are able to serve our clients in a more personalized way. We care about our clients and their families. We are dedicated to helping them succeed. At Shakespeare, we take on the responsibility of knowing that our decisions today will impact the family for generations to come. We treat this responsibility as a badge of honor, knowing that we will be there for our clients as they move through life. At Shakespeare, we adhere to our core values of Faith, Family, & Fiduciary. To learn more, give us a call or visit us at https://www.shakespearewm.com/about-us/.
NAPFA Start Date
July 11, 2007
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