Kevin Duffy is a vice president of investments and financial advisor with Raymond James & Associates, Inc in Louisville, KY. Kevin was born and raised in Southern Indiana where he currently lives on a 23-acre farm with his wife, Lisa, of 27 years and their two children, Nathan and Esme. Kevin is a retired Lieutenant Commander of the United States Navy where he served his country for nearly 20 years. During his time in the military, Kevin received three college degrees, including his Bachelor of Science from Purdue University, and his Masters degree from the Naval Postgraduate School. He is also an acclaimed author of two books, Harvesting Nature’s Bounty, and Awaken to the Here and Now. In his downtime, Kevin enjoys spending as much time as possible with his family. He also enjoys reading, writing and the great outdoors. Kevin joined the Financial Services Industry in 2001; he has acquired both the CFP® and the CRPC® designations. These designations are a testament to his integrity and commitment to his clients. Kevin views every client relationship as unique and develops individual solutions to address individual goals. In today’s challenging market Kevin uses his knowledge to help retirees and pre-retirees like you plan for lifetime income, while minimizing the devastating effects of market risk. When you meet Kevin, he will address some of the common financial mistakes made by investors and how to overcome them. You do not want to miss this opportunity with Mr. Duffy. http://www.raymondjames.com/kevinduffy/
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Living trusts are powerful estate planning tools that can help many people. Living trusts provide certain advantages that are not available with other estate planning devices. Living trusts are a way to manage and control property during life and distribute property at death. They are not, however, a cure-all. Disciples of the living trust abound today.
Many investors rely upon Financial Advisors to help them manage their investment portfolio. Ideally the Financial Advisor and investor should work together, as a team, to find the right investments and make informed decisions that can help meet investment objectives. Below are some keys to developing a partnership with a financial advisor that likely will provide the best possible combination of service and long-term investment results.
Women are no longer just a powerful force in today’s economy. It is estimated over 60% of the nation’s wealth is controlled by women. Some may have inherited wealth and may or may not be employed. Some are corporate executives, entrepreneurs or middle management. They may be single, married or divorced. They may or may not have children. A woman’s financial situation is often unique, and an individual approach to financial planning is essential. However, areas of common concern do exist.

