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Kevin Hull

Retirement Plan Specialist

Hello, my name is Kevin Hull and I’m here to help you approach retirement planning with confidence. Whether retirement is around the corner or decades away, there’s a lot you can do to prepare ahead and I’ll be happy to walk you through everything you have to know.

Schedule a TeleWealth virtual meeting to get started!

Areas of Focus
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Retirement and investment planning

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Pension and Social Security benefits

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Calculating retirement income gap

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Understanding rollover options

Contact Information

101 Summit Ave, Ste 215, Ft Worth, TX, 76102

Phone: 512-600-5364 | Fax: 888-989-9247

Click here to email Kevin

 

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Background

Kevin Hull serves as an account manager for TCG, a HUB International company where he works with school district leadership teams and employees to provide financial education on retirement planning. Kevin holds in-person and virtual retirement presentations, individually consults employees to analyze and assess client needs, risk tolerance, and asset allocation for portfolio construction and recommendations. Kevin’s goal at TCG is to build long-term client relationships rooted in trust and respect through exceptional customer service and support. 

Kevin received his BBA in Finance from Texas State University. He has also earned the Series 65 certification. Before earning his role as an Account Manager at TCG, Kevin also worked in our customer service and financial reporting departments. 

Kevin currently lives in Dallas with his girlfriend, and he enjoys playing golf, being outdoors, and trying new restaurants in his free time. 

Kevin’s favorite finance quote comes from Will Rogers who said “The goal isn’t more money. The goal is living life on your terms”.

financial advisor

Helpful Resources

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Video Library

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