Kevin Lao

Are you 50+ with at least $1mm saved for retirement? We will help you maximize your retirement spending, minimize your lifetime tax bill, and worry less about the financial markets.

My name is Kevin Lao, I have been helping people plan for, and execute, successful retirements since 2008. We love to help folks who are in the "Retirement Redzone" (within 10 years "Pre-retirement" and within 10 years "Post-retirement").

Bonus points if you love to travel and/or play golf! I look forward to getting to know you!

If you are interested in working with us, please start with the "Retirement Readiness Questionnaire" linked here:

https://imaginefinancialsecurity.com/retirement-readiness-questionnaire/

Or, visit our website at www.imaginefinancialsecurity.com.

And finally, make sure to follow our podcast and subscribe to our YouTube: https://www.youtube.com/@PFRpodcast