Kevin P Saia CFP® CRPC® Kevin is a 25-year Wall Street professional focusing on Financial Wellness which he defines as reducing the stress burden associated with Clients’ financial picture, making their lives easier and better. After many years at the major Wall Street firms, Kevin launched his own firm, S2 Retirement Solutions and he is now partnering with Wealthcare for Health.
There are 3 phases in one’s financial journey: accumulation, preservation, and distribution. Overall, Wall Street can claim some success during the accumulation phase, but we are experts in the equally important preservation and distribution phases. Financial planning is not a punctuated process and does not operate in a vaccum; Kevin embraces a holistic approach that integrates investments, tax-sparing strategies, insurance, as well as college and estate planning into his financial plans. Kevin also works with business owners, focusing on efficient tax planning exit strategies to maximize earnings and sale gains. Kevin’s financial planning approaches espouse the importance of tax efficient planning, and he believes avoiding perilous losses outweighs chasing the next hot sector. The best financial plan is the one that not only helps you achieve your goals, but also affords peace of mind and a healthy night’s sleep.