Kevin S Proffitt, CFP®, ChFC®, CLU®, CASL®

Wealth Management Advisor

Professional

You are ready to take control of your financial future… but you’re not sure where to start. You desire to have financial security, but don’t know where to look. You are tired of feeling as though you are paying buckets of cash out to the government each year, but have no idea how to save money on your taxes.

You want to be more efficient with your life, your business and your accumulation of money… but know you need some help. Who do you call to help you get where you are wanting to go?

You call Kevin an invaluable wealth management advisor at one of the top financial planning institutions in the United States -- Northwestern Mutual.

What makes Kevin an exceptional resource to professionals looking to strengthen their financial futures is his deep understanding of the fact that it’s not necessarily about how much money you make, but rather how much of the money you make, you keep. And, in turn, how hard that money works for you.

This understanding is what has made Kevin a financial planning guru among Knoxville’s elite. He works directly with higher net worth clients, such as business owners, professionals and executives in Knoxville, Tennessee and surrounding areas on strengthening their finances through preparation, execution and protection. 

First and foremost, he sits down with his clients and discusses with them what they want their lives to look like in the future. From there, he lays out a plan with them on how they can make that happen.

Once the plan is set in place, it’s all about executing the proper strategies to make that plan work. And, finally, protecting the money his clients already have and will have in the future -- this is of course done through financial security and tax efficiency.

 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck