Kevin Roark: Is Your Financial House in Order?

Shellee and Kevin discuss: - College is increasingly getting more expensive, it's important to find ways to help aid the costs - How do you pay for school and set up your future retirement smartly? - Kevin wants to help families create wealth while educating them Kevin Roark is a leader in his field of comprehensive financial planning. His company focuses on 16 different areas including but not limited to: Cash flow Management Risk Management Tax Reduction Retirement Planning Estate Planning Annual Reviews College Funding Kevin's goal for all of his clients is to ensure their financial house is in order. Kevin specializes in business owners and families who are either are in the initial stage of the wealth building process or are approaching or already in retirement. Connect with Kevin: Website: https://www.kapeco.org/ Email: [email protected] LinkedIn: linkedin.com/in/kevin-roark-81275865 Connect with Shellee: Website: https://collegereadyplan.com/ YouTube: https://www.youtube.com/channel/UCr_WodPHDfSWEbiPdsRDbyQ Twitter: https://twitter.com/gocollegeready Instagram: https://www.instagram.com/collegereadyplan/ Facebook: https://www.facebook.com/CollegeReadyPlan/ LinkedIn: https://www.linkedin.com/company/college-ready/ Email: [email protected] 🎁 Episode Gift & Contact   🎓 College Planning Support for Parents Want help organizing next steps and avoiding costly college mistakes?   📘 Workbook Gift: https://go.collegereadyplan.com/podcast-gift-workbook   🤝 Interested in Collaborating with College Ready? Email or call [email protected] (949)235-7350