My name is Kevin C. Donovan, EA and I’m a former teacher who now specializes in Helping K-12 Educators on Long Island Create Wealth and Reduce Taxes despite High Inflation, Market Volatility, and Political Uncertainty.
I am an Independent Financial Advisor & Tax Accountant who will help you create a custom financial plan tailored for retirement and beyond and help reduce your taxes along the way.
What makes me different from other financial advisors? I’ve walked in your shoes for over 30 years and I have a fiduciary duty to your interests. You’re basically in my rearview mirror. I know what you go through day in and day out. I can help you uncover any mistakes that you have made and how to avoid any in the future. Been there, done that.
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If this interests you feel free to contact me. I’m a teacher first and foremost. Don’t contact me if you’re looking for free advice. There is plenty of free advice online.
If you want someone who will help you get control over the minutiae, explain complex topics to you in simple terms, and create a plan for you to reach your financial goals, then you should contact me.
What You Will Get From Me:
- 30+ years of being an educator and during this time I created a large portfolio for myself and helped many others. I have Series 7, 63, and 65 securities licenses as well as a NYS Life & Health Insurance license.
- Almost 20 years of preparing taxes. I’m an EA – they are considered America’s tax experts! Why? Because they take a 3-part 11-hour exam that focuses entirely on taxation given by the IRS. It’s the highest credential awarded by the IRS.
- An educator who has gone through the retirement process with the New York State Teachers Retirement System. I will coach you through this process so you get the maximum benefit from your pension.
- I will work with you to choose the best investments that will be used to supplement your pension so that you can get the most out of your retirement. Contact Me
- Assistance with prior service credit claims, tier reinstatement, and pension mergers.
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My ultimate goal is to make you feel Empowered.
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My advice is highly valuable and will save you a lot of time and money. If you are not teachable or coachable do not contact me.
If you already have a financial advisor – congratulations! Not many people are smart enough to know what they don’t know. However, you must ask yourself the following:
1) Was he/she an educator like you and as a result, specialize in you?
2) Does he/she also prepare your taxes if needed?
3) Does he/she understand the tax ramifications of taking distributions from your investments?
4) Will he/she help you choose the best pension distribution option for you and your family?
5) Does he/she always get back to you within 24 hours?
6) Are his/her fees low and transparent, do you even know what he/she charges?
If you answer no to any of the above, you may want to contact me. Trust me, I’m not a pushy salesperson. I’m a teacher first and foremost.
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To learn more about me, click on the links at the top of this page. If you are ready to reduce your tax burden and create wealth contact me.
Address: 7 Clemens Blue Point, NY 11715
