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Kevin A. Kaylakie, CFP®

Durbin Bennett Peterson | Private Wealth Management LLP

100 Congress Ave
Ste 1600
Austin, TX 78701
Phone: (512) 439-4800
Fax: (512) 439-4580

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Household Income Minimum: $0
Investable Asset Minimum: $2,000,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Getting Divorced
  • Mutual Funds
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Tangible Assets
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.