Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Kevin Guttman
President, Advanced Insurance Concepts
I Believe People Should Be Able to Enjoy Their Retirement Years.
To that end, I offer Safety, Certainty and Peace of Mind when it comes to retirement income.
I love using my knowledge, network and experience to help people understand their options when it comes to tax advantaged retirement income. I have worked in financial services since 1999 and been a top producer.
In the latter years of life, people want certainty, which is my specialty: Guaranteed Lifetime Income.
I live by the Golden Rule and doing the right thing for our clients results in a happily ever after retirement for you!
What Do I Like?
- Playing and watching sports, I am a big LA Lakers basketball fan!
- Networking and connecting people, I love improving people’s lives.
- Reading leadership, finance and personal development books, I enjoy learning!
- Watching movies based on true stories, they always bring hope, inspiration and motivation!
- Traveling and learning about other people and cultures, I have visited 47 states and 40 countries.
Little-known fact – I worked for the Denver Broncos as a ticket taker when they won the Super Bowl!
I married my college sweetheart Sabrena in 1988, we have 5 adult children and 3 grandchildren.
Are we a good fit?
75+ 5 Star Reviews | A+ Better Business Bureau | 91% of my business is past clients & referrals | Grew up in a Real Estate Family |3 Masters Degrees | Junior Achievement Volunteer | Rotary Member | Best Selling Author | Ordained Minister | Want to learn more? Reach out to see if the resources I have can help you live a happily ever after retirement.
Kevin Guttman 719-302-5820 Kguttman@protonmail.com
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.