Financial Representative

Kevin McEntee

FIC

I have been in the financial services industry for more than 10 years – working closely with my clients to help them discover their full potential. We work together in order to achieve their goals and objectives.

I believe in the combination of faith and finances and I’m an active member and elder at College Drive Community Church in Lethbridge, AB. I work closely with my FaithLife Financial Chapter congregations who are devoted to Christian charitable activities within their communities to build a better world.

Call me today and I will work with you to protect your financial future!

How We’ll Work Together

For every stage of life, being wise with money starts with a plan. Together, using the five financial principles to live by, I will help you protect your financial future and feel confident about your finances.

Based on your personal needs and preferences, we will work together using the following six- step process to help identify your financial goals and develop a plan to help you reach them.

  1. Understand your financial objectives and concerns.
  2. Personalize how we work together based on your needs and preferences.
  3. Gather your information to understand your current situation.
  4. Analyze your information to develop a personalized plan.
  5. Implement the desired strategies within you plan.
  6. Review progress towards your goals and make necessary adjustments.

As your Financial Representative, I will help you plan, protect and invest wisely so you can achieve your financial goals and give back along the way.

Products and Services

I offer insurance and investment solutions to protect your financial future.

  • Life Insurance
  • Education savings for your children or grandchildren
  • Critical Illness, Disability and Long-Term Care Insurance
  • Investments for your short and long-term goals
  • Savings and retirement income
  • Charitable giving options

Contact Me

Contact me today for a free financial review!

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