Kevin Carswell
Financial Advisor
Kevin graduated from Ouachita Baptist University in 1983 with a Bachelor of Arts degree in Business Administration. Upon receiving his degree, he returned to Brazil where he spent three years as a loan/credit officer with Citibank N.A. managing lines of credit...
Robert A. Hand
Financial Advisor
Robert affiliated with LPL Financial to gain access to the world-class resources of a publicly traded company where he would best be able to serve his clients...
Partners who are independent and objective.
Wealth management usually involves multiple needs, which require comprehensive strategies with experienced partners. Many investors understandably hesitate to embrace the complexity of financial products and neglect facing their financial future. Our experience allows us to discern which investments are most suitable, bring clarity to the conversation, and offer independent and objective strategies to our clients.
Partners who are focused on the long term.
It is not enough to simply recommend asset allocation models or have a list of stocks to buy. It is our goal to understand your entire financial picture, your family, and your career, and focus on a long-term partnership that can respond to your needs as they evolve over time.
Partners who are aligned with your needs and goals.
Having a deep understanding of your needs through confidential and honest conversations enables us to develop personalized approaches and investment strategies that match your unique needs and financial goals.
The partnership begins with a complimentary consultation.
We would consider it a privilege to sit down with you to review your current situation and discuss your interest in a sound financial future. Contact us today to schedule your confidential, complimentary consultation. Our initial meeting may cover a broad range of topics, including:
- Your plans for retirement
- Strategies to save taxes
- Estate planning
- Investment opportunities
- Legacy planning
- And any other items important to you.
We look forward to meeting you!
To access Kevin Carswell’s ADV Part 2B, please click here.
To access Robert Hand’s ADV Part 2B, please click here.