About My Practice
Shakespeare Wealth Management, Inc. is a Fee-Only Advisor dedicated to the creation, preservation, and distribution of our clients' wealth. We care about the success and well being of our clients. We walk with our client’s into the future, committing to serve them until their life goals are accomplished. Our strong commitment keeps us focused on making the best possible decisions at every juncture.
Experience
Kevin M. Reardon, CFP® founded Shakespeare Wealth Management, Inc. with the objective of providing Pure & Unbiased Financial Advice. We chose the name 'Shakespeare' because we believe the advice given to clients will withstand the test of time, and make a difference for generations to come. As a member of the National Association of Personal Financial Advisors (NAPFA), we are a Fee-Only financial advisor that adheres to the highest professional standards.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 65
Insurance Licenses
Life insurance: WI, Health/disability insurance: WI
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - NAPFA - National Ass. of Personal Fin. Adv
Broker-Dealer Affiliation
None/NA
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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