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Ken's History

  1. Who Is Ken Hewitt?

    Where he grew up, his early love for competition and coaching, and how those passions still shape his work today.

  2. Military Life & A Career Shift

    How a personal loss in Ken’s youth led to a life change that’s driven over 40 years of dedication in the financial world.

  3. Why Ken Chose Financial Services

    A story of growth—starting small, expanding licenses, and building a full-service practice designed to serve every client stage of life.

  4. Fiduciary: What It Means & Why It Matters

    A clear explanation of what it means to be a fiduciary—and why it’s critical your advisor is one.

  5. Broker vs. Investment Advisor

    How to verify an advisor’s credentials using your phone, tablet, or PC. Includes step-by-step on how to vet a financial advisor (See: 38:45 in the video).

  6. Retirement Risk: Playing It Too Safe Can Cost You

    Why being overly cautious can be just as dangerous as taking too much risk—and how age and goals should shape your investment approach.

  7. Planning for Expenses in Retirement

    Strategies for generating income based on market conditions and the timing of withdrawals.

  8. Turning a 401(k) into Paychecks

    How to convert part of your retirement savings into a personal pension-style income stream.

  9. Social Security Strategies

    How the right timing could mean over $100,000 in added benefits—and the common mistakes to avoid.

  10. Divorce & Widowhood: Eligibility for Benefits

    Rules for spousal, divorced, and survivor benefits—and how to know what you may qualify for.

  11. Ken’s Mother & the $200K Mistake

    A powerful real-life story of how lack of guidance cost Ken’s mother over $200,000 in benefits.

  12. Roth IRAs & Conversions

    Understanding when a Roth makes sense, how conversions work, and strategies to reduce lifetime taxes.

  13. Required Minimum Distributions (RMDs)

    What they are, when they start, and how they can affect your retirement income and tax planning.

  14. Wills vs. Trusts

    When probate may be problematic, and when a will or revocable living trust is the smarter choice.

  15. What Ken Offers & How He Works

    The step-by-step process Ken uses to build financial plans—and what separates his approach from others.

  16. How to Vet a Financial Advisor

    Tools and websites to check licenses, history, and red flags before trusting someone with your future.

  17. Advisor Horror Story

    A cautionary tale from a fact-finding meeting that sadly reflects a common industry problem.

  18. Client Success Story

    Over the years, Ken has helped individuals and families make financial decisions that changed their lives. These stories highlight the real-life impact Ken delivered.

  19. Peace of Mind Through Proactive Planning

    How Ken educates his clients and builds clarity and confidence in their financial futures.