Financial Advisor Kevan Gaug

Kevan Gaug - CRPC AAMS

Regional Director SE Texas

Independent Financial Advisor

About Kevan



“What you don’t know can hurt you . . . What you don’t do with what you know, can hurt you too.”

 

"Feel Better About Your Future"™

 

Introduction

As Regional Director of Southeast Texas, Kevan’s primary duties are developing Money Concepts financial planners and providing personalized financial planning and wealth management to his clients. By utilizing Total Financial Management™ (TFM), Money Concepts is able to act in your best interests and more effectively and efficiently help reach personal financial goals. Money Concepts operates without conflicts of interest by not having proprietary products to sell, no sales contests or incentives to push and no shareholders that might have interest before yours. Kevan focuses on pre and post retirement planning, wealth preservation, money management, tax strategies, risk and protection planning, estate planning, charitable gifting, small business financial planning, executive compensation, employee benefits and more.

 

Client Centric

Clients typically express they find great comfort and peace-of-mind in our personalized approach and individualized concierge service we give to their comprehensive financial planning and Total Financial Management (TFM).

 

Retirement Focus

Although there are many financial objectives in your life, you only have one real financial goal – a successful retirement. Creating a dependable retirement income over a long life span is an ever more complicated and difficult goal to achieve. The transition from employment or small business owner income to a self sustaining income is crucial. Kevan focuses on this reality and has earned the Chartered Retirement Planning Counselor and Accredited Asset Management Specialist designations from the College for Financial Planning.

Whether now or in the future, Money Concepts helps you protect, build, withdraw and transfer your wealth to your unique and special needs and desires by customizing strategies and products. We immerse ourselves in your total financial situation – cash flow, taxes, risks, investments and estate planning – to coordinate and lead your decisions as if they are our own.

 

My Profile

 

Although born in Akron, Ohio, Kevan moved frequently growing up since his father was in the Marine Corp. However, that background has provided the independent spirit and ethics that clients experience today. As the only son with three sisters, Kevan learned the art of listening and interacting - helping and protecting as only a big brother can. Now Kevan is happily married with three adult sons, four step children and six grandchildren. He is a member of The Fellowship of The Woodlands Church. These life experiences, along with close relationships with clients, better enable him to understand your life and lifestyle.

Life doesn’t always come easy, as Kevan earned income through employment in high school as well as paying his way through college. After 40 years of working in large corporations as well as starting successful small businesses, the "school of hard knocks" taught Kevan the value of proactive planning to deal with life’s financial difficulties and its successes. Clients now take advantage of his life lessons.

Kevan got started in the financial planning profession as a natural progression of events. Having been involved with business financial management, plus experiencing employee financial struggles as well as having been given poor financial guidance personally; he began his financial advisory career.

Kevan started with Ameriprise Financial Services, formerly known as American Express Financial Advisors, over 10 years ago. As his practice grew, it became apparent how difficult it was to act in the best interests of his clients. So there was no better opportunity than being with Money Concepts as an independent financial planner and wealth manager that focuses on eliminating conflicts of interest.

 

Licenses & Designations

 

Kevan Gaug holds the following licenses:

  • FINRA Series 7 - Full Registration/General Securities Representative for most types of investment beyond just mutual funds.
  • FINRA Series 66 - Uniform Securities Agent plus Investment Advisory Representative Examination.
  • Texas General Lines of Insurance License including life, health, disability, long term care plus variable, indexed and fixed life and annuity products.

Kevan Gaug holds the following Designations from the College for Financial Planning:

  • Accredited Asset Management Specialist (AAMS)
  • Chartered Retirement Planning Counselor (CRPC)

 

Interests and Activities

 

Because of the changing financial environment, Kevan is passionate about financial literacy not just among adults but with our children as well. Therefore, he consistently volunteers for Junior Achievement, a non-profit organization dedicated to teaching school kids in all grade levels about handling money and our free enterprise system. In addition, he teaches a variety of financial classes through the local community college for the Academy for Lifelong Learning and was engaged in their annual retirement conference.


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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Kevan Gaug is an independent contractor of Money Concepts
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