Kolin believes that the decisions and strategies that financial professionals help with impact their clients, not only for their lifetimes, but for generations to come. He focuses on non-qualified strategies to help individuals accumulate monies that can be used to generate tax favorable income and flexibility, and his target market for this strategy are business owners and other highly compensated individuals that need additional savings beyond what is offered in traditional retirement and investment accounts.
Traditional retirement and investment options often have contribution caps, age rules, and tax consequences on both the distribution and the growth of the asset. This can make it hard to save enough to retire on a substantial portion of the individual’s income and for that client to have the flexibility they need for their business or lifestyle. Kolin’s passion is working through these complicated decisions with his team and to help ensure we have a plan that works for the individual client now and into the future. Kolin serves as the President of the board at Contact Ministries, an organization that provides a safe shelter to homeless women and children. He graduated with a Bachelors in Economics from Southern Illinois University.
Kolin O’Brien AR Insurance License # 10920337