Integrity, Accountability, Honesty

For over two decades, successful entrepreneurs, executives, and retirees have sought my assistance to evaluate complex financial issues and provide innovative solutions integrating business, family and personal wealth planning strategies.

As a CERTIFIED FINANCIAL PLANNERTM my professional priorities are to:

  • Know my clients’ story – where they have been, where they are and where they are going.
  • Understand my clients’ perspectives on important money issues.
  • Assist (and sometimes challenge) my clients in making wise financial choices.
  • Set realistic financial goals for my clients that best suit their situation.

Through this process of asking questions, defining priorities, and clarifying goals and values, I help my clients achieve, and maintain, their vision of success.

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If you’re retired and don’t need your required minimum distribution (RMD) funds immediately, it may be good timing to take your withdrawal now and deposit into an RBC Wealth Management high-yield savings. Let’s have a conversation about RMDs and current interest rates. Taking RMDs is required if you’re 73+, with a December 31 deadline.

Women face unique financial challenges and our “Women and wealth” workbook can help. Learn tips to think comprehensively about your financial health and identify confidence-building steps and implement strategies designed to help you grow, manage and protect your wealth. Ask me for a copy.

Funding your retirement is likely the most expensive purchase you’ll make in your lifetime. Retiring with confidence means managing risk and eliminating as many of the unknowns as possible. I can create a personalized RBC WealthPlan®️ for you that simplifies the complexities of retirement income planning and makes it easier for you to see where you stand today, tomorrow and beyond. Check out our wealth planning guide.

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It's all about staying connected

Thank you for trusting me as your wealth management partner.  My commitment to you goes beyond sharing my knowledge and experience.  If you are not currently a client feel free to contact me and set up a meeting.

Clouse


Your Team

Kevin Clouse bio photo

Kevin Clouse, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Aimee Kelly bio photo

Aimee Kelly

Senior Investment Associate

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Global Insight Monthly

GI Monthly

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Read more in Global Insight Monthly

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

Let's start the conversation

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