Kip Hutto, M.A.C.E & M.A.M.B.E

As a fiduciary with over 28 years of experience in the financial planning industry, I use different tools and listen to my clients’ short- and long-term goals so that my team and I can build out several different portfolio options. I meet with my prospective clients twice to allow us to get to know each other and decide if we are compatible to do business together. After these initial meetings, my team puts together a comprehensive plan accounting for the client’s goals, risk tolerance, desired return, and preferences.

I first got into this business because my parents worked hard their entire lives, and finally retired. The financial advisor they worked with only asked my dad what he was interested in and offered no risk assessment, no diversification, no planning, and absolutely no explanation on the options he had access to. He was invested in two mutual funds that were not only in the same sector – they were in the exact same manufacturer. One company filed for bankruptcy, and the other lost 60% of its value. My dad worked up until his death, leaving my mom with very little. During that time, I was finishing my second master’s degree at Southwestern Seminary, followed by serving as a youth pastor in Orange Park, Florida for 11 years. When I retired, I immediately went to work learning everything I could about helping people with their financial planning and have been doing so for 28 years.

I believe you should be able to retire and care for your family without having to worry about your money being wasted. Book a complimentary meeting with us today and gain more confidence knowing that your finances and your future are managed by professionals. Kip holds Series 6, 7, 63 and 65 licenses.