Kyle Powers, CFP®, AIF®

Director of 401(k) Advisory Services @ The Fiduciary Group

About

I work with individuals, families and small businesses to understand and implement financial strategies designed to help them achieve short, medium, and most importantly long-term goals. My time as a financial advisor and retirement income planner has shown me that there is significant demand for financial education and guidance and I seek to provide both for all my clients. I believe strongly in the concept of Fiduciary Advisor and work hard to ensure that my client’s interests are always at the forefront of what we do. Whether working with IRAs, 401k/TSP plans, or building retirement income/financial plans, helping my clients achieve the success they desire is my number one goal. Specific focus areas include: - Workplace Retirement (ERISA) Plans: 401k, 403b, and IRAs Establishing Fiduciary processes 3(38) and 3(21) Fee benchmarking and analysis Employee education - Financial Planning / Retirement Income Planning - Social Security As an officer in the US Navy Reserve I am able to continue to serve my country in meaningful and exciting ways. It is an honor to continue to serve with many of the best leaders and warriors our country has to offer.

Country

United States

City

Savannah

Industry

Investment Management

Skill

Military, Training, Security Clearance, Leadership

Experience

commanding officer

us navy reserve

2009-7 - Present · 17 yrs 3 mos

US Africa Command J5 Detachment

financial advisor and disability insurance

first command financial services

2009-1 - 2011-10 · 2 yrs 10 mos

financial advisor | financial planner | retirement income and 401k advisor

first command financial services

2009-4 - 2013-2 · 3 yrs 11 mos

As a financial advisor at First Command I learned the importance a well rounded financial plan plays in maintaining focus on what my clients have identified as important to them. In my role as a financial advisor and financial coach I was able to help them identify their goals and let those goals drive their strategy rather than let the strategy drive their goals. I learned the true value of being a fiduciary advisor to many of my clients and the need to always keep my clients interest first. An IRA or 401k is merely an instrument to fulfill the goals of a financial/retirement plan and I assisted my clients in identifying their goals to ensure their retirement accounts worked toward those long-term desires.

surface warfare officer

us navy

2001-1 - 2009-1 · 8 yrs 1 mo

* Operations: balanced scorecard initiatives, ISO 9001 processes, process integration. * Management: teams ranging from 6 - 40, military, civilian, and gov't contractors. Development of training programs. * QA: shipboard inspection at Avondale shipyard, LA.

director of 401 advisory services

the fiduciary group

2019-9 - Present · 7 yrs 1 mo

financial advisor| financial planner | retirement income and 401k retirement plan specialist

measured wealth private client group, llc

2013-3 - 2019-9 · 6 yrs 7 mos

I worked with individuals and families around the country with retirement income strategies during both the accumulation (saving) and distribution (retirement) phases of life. Whether IRAs, non-retirement investment accounts, or 401k monitoring and advice, I help them to identify and work to achieve their goals. Additionally, I worked with retirement plan sponsors in the management and supervision of ERISA plans such as 401k and 403b workplace retirement plans. Having completed the Accredited Investment Fiduciary (AIF) training I understand the complexities of operating a thorough and well administered 401K/403b plan and help my clients to meet their fiduciary requirements. With nearly 20 years in the Navy I have spent a lot of time with Federal Employees. During that time and as an advisor I learned extensively about Federal benefits – the strengths and weaknesses. I made it an important part of my practice to help those that serve our Federal Agencies prepare for and retire on their terms.