About Kevin Bard, C.S.A., & Creative Asset Solutions, LLC

Kevin Bard is the Owner and Founder of Creative Asset Solutions, LLC, a respected financial advisor, educator and author in Michigan. He is a retirement and estate planning specialist and a Certified Senior Advisor who specializes in “Safe Money Planning.” Kevin is also an author and radio personality.

Over the past 17 years, Kevin has helped hundreds of seniors and their families to protect and preserve what they have worked hard to attain over their lifetimes. Medicaid planning is one of the areas in which he specializes, working closely with qualified elder law attorneys to make sure his clients get the most expert advice available.

Kevin is the author of several popular publications, including Survival in a Declining Market, A Retiree’s Guide to a Worry-Free Retirement, 10 Secrets Your Banker Doesn’t Want You To Know and The Truth About Long-Term Care.

In 2001, Kevin successfully completed a 20-part program in order to be deemed a Certified Senior Advisor (CSA), proving his expertise in a number of areas including senior housing, health issues and senior finances.

Kevin has been trained in advanced Estate and Retirement planning through the American College of Insurance Achievement and Manulife Financial. He is also licensed by FINRA to assist clients with a wide variety of investment strategies. A member of the National Association of Insurance and Financial Advisors, National Ethics Bureau and the Eastern Michigan Better Business Bureau, Bard’s firm has two locations, Clinton Township, Michigan and Erlanger, Kentucky.