Based in Land O’ Lakes, Florida, Risen Son Financial serves as retirement plan partners and investment fiduciaries for large and small businesses across the nation. Fulfilling the duties of good faith and trust, we are committed to help improve the unfamiliar world of retirement plans for both employers and employees. As specialists in the retirement plan field we know what to look for and ask of vendors (Please see Our Process). This allows us to gather the data to provide a transparent, easy to understand breakdown of the plan and their investments. As an Independent Financial Advisor, Risen Son Financial represents, and is accountable, to you.
Why Choose Risen Son Financial?
Serving Plan Sponsors and Participants
Risen Son Financial serves as a named fiduciary for both the plan and participants. As your Plan Fiduciary, we evaluate plan design, mitigate risks, conduct reviews, and offer solutions for helping to improve performance. As Participant Counselors, we also serve as fiduciaries providing customizable advice and resources for the participants.
“Most Retirement plans are overcharged and underserved*. We are prepared to help you solve those problems.”
~ Kevin Donahue, CRPC ®, AIF®
* = according to Fee Benchmarker by Ann Schleck & Co. Advisor Fee Almanac, 2017
About Kevin Donahue, CRPC ®, AIF®
Kevin Donahue, CRPC ®, AIF®
Owner
Kevin Donahue, CRPC ®, AIF® is the owner of Risen Son Financial. Kevin graduated from Florida State University in 2004 after serving four years in the United States Navy.
He studied Computer Science with a minor in Mathematics during his time at Florida State. After seeing firsthand the impact of retirement saving and planning with his own parents, Kevin entered the financial services business to pursue his passion of helping clients meet and exceed their financial goals and visions.
During his career, Kevin has passed and/or currently holds the series 6,7, 63 and 65 exams along with obtaining Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning. This designation encompasses pre-and post-retirement needs, wealth management, estate planning, and the entire retirement planning process. Additionally, he holds the Accredited Investment Fiduciary (AIF), which empowers investment professionals with the fiduciary knowledge and tools they need to serve each client’s best interests.
Kevin resides in Land O’ Lakes, with his wife Brittany and their twin boys Andrew and Noah.
Learn more about What We Do. Call Risen Son Financial at (813) 512-2746 today.
Fiduciary Advice &
Cost-Effective Solutions
Are you looking for fiduciary advice and cost-effective solutions for your business? Contact Risen Son Financial today for more information about retirement planning.