Author: Kevin Wilson, CFP®
Kevin Wilson, CFP®
Kevin Wilson is a Senior Wealth Advisor at Quotient Wealth Partners, guiding clients toward financial clarity and long-term success. As a Certified Financial Planner®, Kevin specializes in delivering comprehensive, personalized financial strategies tailored to each client’s unique goals, values, and circumstances. Whether he’s optimizing a client’s tax position, designing a retirement income strategy, coordinating an estate plan to protect future generations, or managing a disciplined investment portfolio, Kevin brings thoughtful insight and a deep commitment to every relationship. Kevin earned his Bachelor of Business Administration in Finance with a minor in Energy Finance from Oklahoma State University. Outside the office, Kevin enjoys spending quality time with his wife, Katie, and their daughter, Donna.
More and more these days, I sit across from clients who have worked 25+ years at a big oil/gas company where they have saved aggressively to their company sponsored plans and invested wisely. They have reached a point where they are a decade ahead of schedule in terms of retiring. The desire to retire is there, but being so far ahead of schedule often leads to the question of, “How do I access my retirement savings without getting crushed by penalties?” It’s a legitimate concern to have. For many early retirees, we find that the bulk of their wealth is…