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Kevin Lao, CFP®

I specialize in retirement planning for blended families!

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Imagine Financial Security Kevin Lao, CFP®
Jacksonville, Florida

Serving Clients Nationwide

I specialize in retirement planning for blended families!

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Living in Retirement
  • Social Security
  • Taxes

About Me

Hi, I'm Kevin Lao. I started in the financial services industry in 2008, amidst the Great Recession. It was both a fascinating and heartbreaking time to start in this business. I’ve spoken to countless families whose retirement plans were delayed years because of it, and this had a significant impact on my career path.

I obtained my CFP designation at Georgetown University in 2011. The head professor of the program made a profound statement to me (us); “You can’t do this business the right way if you make a living selling products for commissions.”

From that moment it clicked, I needed to cut out the conflicts of interest inherent with big Wall Street brokerage and insurance companies. I found a community of other like-minded financial advisors, also known as fiduciaries, and decided to launch my own firm to better serve you.

When I’m not diving into retirement planning or tax planning strategies for my clients, I enjoy playing golf twice a year (once on Father’s Day and once on my birthday), cooking, fishing, anything outdoors, and of course spending time with my family: Jessica, my beautiful wife, Tristan (our oldest), and our twin boys (Julian and Jackson). I don’t need to officially workout anymore as my three boys keep us plenty active!

Now that you know more about me, I would love to get to know you!

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Location

Jacksonville, Florida

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Hourly Rate
  • One-time Financial Plan

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free mutual fit meeting. We will spend about 30 minutes via Zoom getting to know one another and deciding if we are a good fit to work together. We will then provide a list of financial documents needed to review in order to maximize the efficiency of our time in the Discovery Meeting. A Dropbox link will be emailed to share information securely.

Offers Investment Management

Yes

About our Firm

Retirement planning involves important decisions:

✅ When can I officially retire confidently?

✅ When should I take Social Security?

✅ How do I draw an income from all of my retirement and investment accounts?

✅ How does my investment strategy change when I begin to draw income from the portfolio?

✅ How do taxes impact my retirement income?

✅ Should I purchase Long-term care Insurance?

✅ How do I tax-efficiently pass assets on to the next generation?

These decisions you make in the final stretch before retirement and in the early years of retirement are critical. Furthermore, having someone you can trust to look out for your best interests is paramount. This is why Kevin founded Imagine Financial Security as a Fiduciary, Independent Financial Advisor and Investment Manager. By eliminating the conflicts of interests, we are able to sit on your side of the table, not Wall Street’s.

Who We Serve:

We have a deep passion for helping individuals and couples transition from working to retired life. The amount of preparation it takes to organize the assets our clients have accumulated and turning them into a well-thought-out income distribution plan is extremely rewarding. This allows our clients to focus on what truly matters during their retirement such as, spending time with grandchildren, traveling, staying active, volunteering, or even their next venture.

Our Mission:

We strive to make a positive impact on our families, friends, clients, business colleagues, and communities, and ultimately leave this world a better place than where we found it.

Education

Darla Moore School of Business, BS, Finance

Volunteer Experience

Big Brothers and Big Sisters Savvy Ladies

Badges

Hobbies and Interests

  • Cooking
  • Family
  • Fishing
  • Golf

Who We Serve

  • Baby Boomers
  • Blended Family
  • Couples
  • Divorce
  • Gen X
  • Gen Y / Millennials
  • Intergenerational Families
  • Living in Retirement
  • Military
  • Widow
  • Women Professionals