Bob Kaye is a Personal Wealth Manager who specializes in working with professionals in relation to their retirement benefit plans. He helps individuals and their families transition into retirement and guides them toward achieving financial security.
He does this by working with their own advisors as well as his own team of experts. He limits his clientele to a number of clients for whom he feels he can provide the most value. He is glad to get together for an initial meeting to determine whether or not he may be able to accept and work with a new client in the future. He has been acting as Financial Advisor for professionals for 25 years.
He is a fully licensed investment advisor representative in insurance, annuities, mutual funds, stocks and bonds and is also additionally qualified as a Certified Funds Specialist®, a designation held by only about 1% of those licensed to work with mutual funds. Retirement Planning Associates, headed by Bob Kaye, offers complete wealth management services including investment consulting with appropriate tax strategies that best take advantage of available resources using fitting investment vehicles.
Wealth management further includes advanced planning that breaks down into wealth enhancement: return and safety with investment, wealth transfer: estate planning and generational transfer at death, wealth protection: appropriate life insurance covering all aspects, and charitable giving tailored to desires of clients with tax advantaged priorities.
Retirement Planning Associates is affiliated with Securities America, Inc., one of the nation’s largest and most successful independent general broker/dealers. He has been pleased to be the recipient of the President’s Volunteer Service Award in a Capitol Hill ceremony in Washington, D.C. for his volunteer activities concerning human rights. The President’s Council on Service and Civic Participation launched the President’s Volunteer Service Award in 2003. The award (PVSA) is the premier volunteer awards program.
Securities Offered Through Securities America, Inc., Member FINRA/SIPC. Check the background of this financial professional on BrokerCheck: www.brokercheck.finra.org. For full disclosures please visit: www.bobkaye.net