Retire Your Way Dream it, plan it, live it.

Meet Your Financial Guide

Kevin is your guide to building a dream retirement. He’s backed by a decade of experience in helping people grow their wealth. He’s here to listen to your goals, learn your situation and build you a plan to meet your needs. Rather than relying on generic models, Kevin carefully designs strategies intended to preserve your assets and align directly with your future aspirations.

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Kevin Wade Lead Wealth Advisor

Kevin is dedicated to guiding you toward long-term financial success by creating and implementing highly personalized financial plans. He takes a proactive approach, analyzing the intersection of your specific needs with current industry trends, and develops custom strategies to help you achieve your unique financial goals so you can retire on your terms.

Kevin graduated from Manhattan Christian College with a Bachelor of Science in Business Management and Ethics. He holds a Texas insurance license and has passed the Series 65 securities exam. He is deeply committed to providing the clarity and direction needed to help you enjoy a confident and secure retirement.

Kevin and his wife, Amy—an employee of Salado Middle School—have been married for 30 years and have two daughters. One is a recent graduate of Auburn University in Auburn, Alabama, earning a degree in Animal Science, Applied Sciences. Their other daughter is currently a student at Texas State University in San Marcos, Texas, majoring in Education with the goal of becoming a teacher and coach.

When away from the office, Kevin enjoys spending time with his family, working in his yard, and making trips to Auburn to visit his daughter and watch the Tigers play. He is also an official for Texas high school football, proudly officiating games under the Friday night lights.

Kevin's Why:

  • “Family is Important to me; I want to value and treat my clients like they are family. I wake up every day to provide for my family, and I want to build financial plans so my clients can wake up with confidence every day, knowing they can provide for who and what is important to them.”
  • “My dad died over 20 years ago, leaving my mom a widow as she was approaching retirement. I saw back then how important a strong financial plan needs to be, and I want to provide that for my clients.”

FREE RESOURCES: Step Confidently into Your Next Chapter

In “Point Your Cap in the Right Direction,” Kevin draws on years of experience to guide you through your transition into retirement.

Retirement is more than a financial achievement; it’s a major milestone in a life filled with hard work. Navigating this change requires a clear vision, not just numbers.

With Kevin’s book, you can discover how to:

  • Align your wealth with your life’s purpose

  • Find answers in the face of uncertainty

  • Use this new chapter to uncover exciting opportunities

Take the first step toward a secure, fulfilling future. You can access Kevin’s book as well as a host of informational guides by clicking the link below.

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Services

You don’t need a one-size-fits-all retirement plan. You deserve a unique, comprehensive strategy that can grow and change as your life continues. By offering a variety of services, Kevin can help you build wealth while protecting what you’ve already built.

IRA Legacy
Planning

Tax-Efficient
Strategies

Wealth
Management

Retirement
Income Strategies

Asset Protection
Strategies

IRA/401(k)
Rollovers

Investments

Annuities

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Preparing for retirement comes with plenty of questions. Kevin’s articles in Kiplinger help you uncover some vital answers. Whether you’ve just started saving or you’re almost ready to retire, you can benefit from Kevin’s insights.

10 to 15 Years From Retirement? Time to Scale Back Risk

For a More Secure Retirement, Build in Some ‘Safe Money’

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Listen to Retire Right with Kevin Wade on KTEM-AM
1400 Saturdays 11 a.m.-12 p.m. and Sundays 8-9 a.m.

Contact Kevin

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Schedule a 20-Minute Meeting with Kevin