Kevin Lao

CFP®

Imagine Financial Security

Founder, Director of Financial Strategies

Kevin Lao

CFP®

Imagine Financial Security

Founder, Director of Financial Strategies

We specialize in planning for retirement, tax optimization, and fiduciary investment management services. - Kevin Lao, CFP®

Fee-Only financial planner located in Jacksonville, FL, serving clients locally and across the country

Kevin Lao is a Jacksonville, FL fee-only financial planner. Imagine Financial Security provides comprehensive retirement planning, income distribution planning, tax planning, and estate planning to help organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kevin Lao is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Kevin Lao was born and raised in Northern Virginia. His father immigrated from Burma (Myanmar) at the age of 20 thanks to his Grandfather sending he and his brothers to school abroad. Kevin’s mother has roots from Austria with ties from an old royal family. While attending college, Kevin knew he wanted to pursue a career where he could make an impact on others. Kevin spent the next 12 years working for two different Fortune 500 Financial Services companies and loved the ability to truly help people and make a difference in their lives. He knew, however, the conflicts of interests inherent with large Broker Dealers was affecting his ability to act as a true Fiduciary and making a bigger impact in his client’s lives.

As a result, he founded Imagine Financial Security to eliminate those conflicts of interests and work as a fee only Financial Planner and Investment Advisor. He loves to work with individuals and families that are approaching Retirement age, or who are already retired, to help inspire new meaning around their Financial Goals. He also has a big passion for financial literacy for young families, as he has a young family of his own.

Kevin Lao is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Our Mission: We strive to make a positive impact on our families, friends, clients, business colleagues and communities, and ultimately leave the world a better place than where we found it.

We have a deep passion for helping individuals and couples transition from working to Retired life.  The amount of preparation it takes to organize the assets our clients have accumulated and turning them into a well thought out income distribution plan is extremely rewarding.  This allows our clients to focus on what truly matters during their retirement such as, spending time with grandchildren, traveling, staying active, volunteering or even their next venture.  We look forward to hearing your story and learning how we can help in your journey.

Our specialties include:

Retirement Income Distribution

Tax Optimization

Managing Investments while Navigating Withdrawals

Required Minimum Distributions

Charitable Giving

Inter-generational-Wealth Planning

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Kevin Lao is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Kevin Lao is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Certified Financial Planner (CFP)
    Kevin Lao is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Kevin Lao

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Office Locations:

  • 12574 Flagler Center Blvd.
    Suite 101
    Jacksonville, FL 32258
  • Virtually and by Appointment
    St. Augustine, FL 32095

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