Kevin D. Daniel, CRPC®
President & Financial Coach
Working in the financial management industry since 1998.
Kevin graduated from the University of Central Arkansas in 1997 with a degree in Business Management with an emphasis in Finance. In 1998, Kevin began his mission to provide the best insurance services to his community by providing life insurance to seniors. From the very first day, Kevin realized that client service was the key to running a successful business.
Soon after starting his own business, Kevin realized helping retires was his life’s passion. Since those first years, Kevin has added new products to include Health Insurance, Medicare Options, Long Term Care Insurance, Disability, and Annuities. He has also obtained his Series 65 securities license, and opened his own Registered Investment Advisory firm in 2011. Kevin’s original specialty working with retires is particularly important in today’s uncertain economic times. His “Retirement Workshops” offer some of the most up-to-date information on Social Security Planning, Medicare, Long Term Care Options, Estate Planning, Income Planning, and Nobel Prize winning concepts on Investments.