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Maximize Your Full Potential.

Concierge Financial Planning services


When it comes to your future, you don’t just want an advisor.  You want a trusted and loyal partner.  You want somebody who will hear your story, learn what’s important to you, and walk alongside you in pursuit of those goals.  And it takes somebody who can do all of that within your chosen lifestyle.  That’s what it means to have a financial concierge.

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meet kevin


Kevin Force, CFP®, AIF®

I have a passion and talent for translating concepts of personal finance and investing into everyday common English that even my children understand. I have been fortunate to live out that passion since 2008, but now I’m able to combine it with a deep, personal relationship and a concierge level of service. By limiting the number of clients I serve, I can deliver world-class financial advice and still have time remaining to spend with my wife, three children, mother, and four pets. I hold both the CFP® and AIF® designations along with a bachelor’s degree in journalism.