Kevin Grelle

Kevin R. Grelle CFS, CSA

Four Season Wealth Management

Three CityPlace Drive Suite 590

Creve Coeur, mo 63141

(314) 699-9202

Fax: (314) 692-2229

Presentation Topic and length: Planning for the Retirement Red Zone. The Retirement Red Zone is the 10 years before, and 10 years after you retire. These are the most critical years in retirement planning process. Failure to have a well thought out strategy for these years greatly diminishes ones chances of having a successful retirement. (i.e. not running out of money). I will discuss how to make financial decisions based upon Nobel Peace Prize winning strategies. How to meet the challenges of aging. Ways to help take control of your finances and pursue your desired lifestyle. How to choose a Medicare Part D plan. Plus much much more!

The presentation runs 30-45 minutes. No products or companies are discussed. It is strictly educational in nature.

Experience: Although this a brand new Seminar that I have just created, I have presented similar ones for the past four years.

Past Audiences: Include the general public ages 50-70.

Hello!

My name is…………..
Kevin R. Grelle CFS, CSA

Certified Senior Advisor (CSA)®,

Family Man

My name is Kevin R. Grelle, I’m a Certified Senior Advisor with Four Season Wealth Management, doing business through Linsco/Private Ledger (LPL). I want to Thank You for taking the time to consider the financial services that I have to offer.

As a Certified Senior Advisor (CSA), I specialize in providing unbiased retirement strategies designed for asset preservation. My mission is to help guide my clients in making the right financial decisions for their future. I accomplish this by offering competent and accountable advice. Since I’m 100% independent, I can do what is in the best interest of the client, by providing multiple solutions to their financial challenges, helping them to reach their goals.

I am Series 7, 66 and Insurance licensed, and hold the CFS (Certified Fund Specialist) and CSA (Certified Senior Advisor) designation.

I teach traditional values of money management, and my vision is to be viewed as a straightforward, honest, and compassionate advisor who is always working towards the client’s ultimate financial success. I’m eager to get to know new people and pamper them with friendly, attentive service.

When you enter the Four Seasons Wealth Management offices you will feel relaxed and right at home. You will always be comfortable in one of our cushy chairs, and together with an assortment of food and beverage options you are presented with, you are sure to feel warm, welcome and satisfied.

I treat everyone as a member of the family, because that is the only way that I have ever known how. If you have an appointment with me, or just visiting – my door is always open. People tell me that I exhibit a rare combination of old world class, and down to earth hospitality, but I’m just a simple person who never forgot his heritage, loves what he does for a living, and takes pride in fulfilling peoples financial hopes and dreams.

Please call (314) 699-9202 to set-up a visit with me to discuss your unique financial needs, goals, and objectives. There is no fee or obligation to meet with me.

Kevin R. Grelle is a registered Representative with and Securities offered through

Linsco/Private Ledger Member NASD/SIPC

Three CityPlace Drive Suite 590 Creve Coeur, Mo 63141

Phone: (314) 432-2229 Fax: (314) 692-2229

Website: www.LPL.com/stephen.wedel