Kevin Boterman

Knowledgeable and Reputable Retirement Professional

Address: Chandler, AZ, US
Website: http://www.kevinboterman.com/
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Experienced retirement professional Kevin Boterman serves as the owner of Southwest Retirement Solutions in Arizona. He has held this position since 2010 and helps individuals who are nearing retirement or have retired protect their retirement accounts. He accomplished this by employing unique strategies that prevent market losses during downturns while capturing market gains. Further, Kevin Boterman assists with wealth transfers to beneficiaries and creates asset protection trusts with the help of attorneys.


In addition to serving clients, Mr. Boterman creates and organizations estate planning and elder law seminars on behalf of the Olds Law Firm. Through these seminars, he leverages his more than three decades of experience as a financial services professional and paralegal to teach retirees in Arizona about various retirement matters. He has had more than 1,100 speaking engagements.


Over the course of his career, Kevin Boterman has earned several awards and recognitions. He received the Gold Eagle designation from American Equity Life Insurance Company for the past seven out of eight years and is nationally-recognized for his knowledge of retirement and estate planning. Meanwhile, he served as a paralegal for six attorneys in six different states and has maintained a spot in the top five percent of agents in the U.S. for production.

Experience

Southwest Retirement Solutions

Owner

Jun 1, 2010 - Present

Education

Irondale Senior High

Sep 1, 1972 - May 1, 1975

General Studies