Kurt Hemry

Founder

Kurt began his career in 1986 as an independent financial advisor doing investments and insurance. He was Series 6, 7, 63, 65, and 22 licensed, but investment management was not his happy place. Now he focuses on the big picture, building an overall retirement plan for his clients. He specializes in retirement income planning and safe money strategies, and his clients appreciate that secure income provides deeper confidence in their financial futures.

Over a six-year period, Kurt was the estate and business planning advisor for two national banks. As part of the Trust and Private Banking divisions, he worked with the banks’ bigger clients to help them understand and take action in their planning.

For the last 20 years, his focus has been on individuals preparing for or wanting to improve their retirement.

As a member of the Association of Financial Consultants, a national 501(C)(3) nonprofit, he is committed to educating people on financial matters regarding retirement. He also provides help to those needing a will or trust.