Meet Kevin Bard

Kevin Bard, Owner and Founder of Creative Asset Solutions, is a respected financial consultant, educator and author. He is a Series 65 investment adviser representative and holds firm to his fiduciary responsibilities. In addition, he is a Chartered Federal Employees Benefits Consultant (CHFEBC) and holds his life and health insurance licenses in multiple states.

Kevin believes everyone deserves their own custom-made financial strategy, and that’s what he leads his firm to provide for clients. He is a long-standing member of the Society of Financial Service Professionals, and both the Cincinnati Area and the Eastern Michigan Better Business Bureaus, maintaining an A+ rating since starting Creative Asset Solutions in August 2001.

Have Questions? Let's Talk!

Kevin Bard
Owner and Founder of Creative Asset Solutions
7310 Turfway Rd. Suite 550
Florence, KY 41042
[email protected]
8593726727
https://www.creativeassetsolutions.com

Investment advisory services offered through ChangePath LLC, a Registered Investment Advisor. Insurance services are offered through Creative Asset Solutions. Creative Asset Solutions and ChangePath, LLC are unaffiliated.

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Investment Adviser Representative and Advisory Services offered through CreativeOne Wealth LLC, a SEC Registered Investment Advisory firm.

Licensed Insurance Professional. This material has been prepared for informational purposes only.  It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation. Annuities are products of the insurance industry; guarantees are backed by the claims-paying ability of the issuing company. Respond and learn how annuities and life insurance can be used in various stages of planning for retirement income.

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