Kevin Mix, Financial Advisor & Medicare & IRMAA Planner
Kevin Mix
Financial Advisor, Looking Glass Financial Services, Inc.
Professional Profile
Kevin Mix is a leading Financial Advisor at Looking Glass Financial Services, Inc., with over 25 years of experience dedicated to helping clients successfully navigate their journey into and through retirement. Based in Michigan, Kevin combines his extensive knowledge of financial planning with a deep understanding of Social Security strategies, making him a trusted resource for individuals seeking to maximize their retirement benefits and secure their financial future.
Kevin Mix has completed the IRMAACP™ training in Medicare planning, with focused expertise in Medicare and income-related premium planning.
Respected in his field, Kevin’s personalized approach ensures that every client receives tailored advice that aligns with their unique goals and circumstances. His commitment to excellence and client satisfaction is evident in the long-lasting relationships he has built over the years. A married father of four and proud grandfather of three, Kevin understands the importance of family and planning for a prosperous future.
Outside of his professional life, Kevin enjoys golfing, traveling, and hiking, further enhancing his ability to connect with clients on a personal level. Whether you are preparing for retirement or looking for expert guidance on Social Security, you can rely on Kevin Mix to provide the insights and support you need to achieve financial success.
Contact Kevin
How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.