Kevin Thomas Financial Consultant Equitable Advisors Navy Veteran

Kevin Thomas Financial Consultant Equitable Advisors Navy Veteran TX Insurance Lic. #2704046 When business finally want to exit their business we consult on exit planning strategies. Warmest Regards
Kevin

My name is Kevin Thomas I am a Navy Veteran and Financial Consultant that provides financial education to families that helps them accomplish goals like buying a home, setting aside money for their kids, protect their family in the event a unexpected death or disability. I also help business owners find and retain their best people to grow the value of their business through employee benefit reten

tion strategies and protect their business in the event of a key person death or disability. I would love to share information to help you accomplish your goals please reach me at my mobile # 561-312-3862 or my email at [email protected]. Please enjoy the content you see and share it with people who you think may value it. By the way, if you have specific requests for information or additional content please email me.

Had a great time celebrating the Grand Opening of with the !It’s always exciting to see new businesses bring fresh ener...
05/29/2026

Had a great time celebrating the Grand Opening of with the !

It’s always exciting to see new businesses bring fresh energy into the community—and this one is something special. From the moment you walk in, you can tell the care and passion behind what they do.

Looking forward to seeing their continued growth and all the ways they’ll serve Temple. Be sure to check them out!

05/29/2026

If you’ve recently been laid off or impacted by workforce reductions, you’re not alone.

One area that often gets overlooked is your 401(k). You have options—and the right choice depends on your goals and situation. If you’d like a simple, no-pressure conversation to review what makes sense for you, feel free to reach out.

By openly discussing family wealth, you can help your children understand the value of money, the importance of saving, ...
05/25/2026

By openly discussing family wealth, you can help your children understand the value of money, the importance of saving, and the concept of financial responsibility. This early exposure can set them on the path to making informed financial decisions later in life. Learn more about why you should have these essential conversations with you kids. As a financial professional, I can help ensure you’re on the right track towards securing your family’s financial well-being. Contact me to get started.

You already know the importance of saving and planning for the future. With our latest guide you'll learn tips and strat...
05/24/2026

You already know the importance of saving and planning for the future. With our latest guide you'll learn tips and strategies to help you get ready for your children’s potential education expenses. Watch now, then reach out and let's continue building a brighter tomorrow together. https://www.youtube.com/watch?v=_1XOewtkYCw&feature=youtu.be

Planning your financial future? A financial professional can make all the difference. With personalized strategies and o...
05/23/2026

Planning your financial future? A financial professional can make all the difference. With personalized strategies and ongoing support, we'll help you navigate life’s changes and stay focused on your goals. Let’s build your path to financial confidence—together. Follow me for helpful guidance.

Small businesses are built on purpose — and long term planning matters. This , the message is clear: supporting clarity...
05/21/2026

Small businesses are built on purpose — and long term planning matters. This , the message is clear: supporting clarity and confidence in retirement makes a lasting difference.

Reach out and learn how Equitable can help guide small business owners like you.

Check out LPL Financial Research's Weekly Commentary on the market: "AI Wave Continues to Power Technology Earnings Boom...
05/20/2026

Check out LPL Financial Research's Weekly Commentary on the market: "AI Wave Continues to Power Technology Earnings Boom".https://static.fmgsuite.com/media/documents/ff7486da-e87e-4f5c-a3aa-54edd594280c.pdf

Most successful families save diligently — but few think about how their assets are positioned when tax laws shift. Spre...
05/19/2026

Most successful families save diligently — but few think about how their assets are positioned when tax laws shift.

Spreading wealth across tax-deferred, taxable and tax-free accounts isn’t just smart diversification; it’s a buffer against whatever comes next. See what industry leaders have to say about this strategy at https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2026030900002.

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