Business Owners

Kelvin took the time to find out about our family, our needs and goals before creating a plan for us that focused on both our personal and business objectives. We now feel more secure about our future. We sincerely appreciate the service that Kelvin and his team has provided for us.

Business Owner/Veterinary Assistant

As working parents with two busy kids, one of the best things about dealing with Kelvin is that he keeps us on track with our finances. He took the time to get to know us and asked us the right questions. He is great at explaining financial concepts in a way that anyone can understand. We are very happy with his service and would recommend him to others.

Retired Engineer & Homemaker

We have been working with Kelvin for over a decade now. Kelvin worked with us to create a retirement plan that helps us feel comfortable about our income. He is very thorough and we admire his strong work ethic. Kelvin is also personable and easy to deal with.