Kevin Barajas*
Financial Advisor
Kevin Barajas is a financial advisor with a unique perspective, shaped by his experience as a professional soccer player. Fluent in both English and Spanish, Kevin leverages his diverse background to connect with a wide array of clients, helping them achieve their financial goals with clarity and confidence.
Kevin’s athletic career began at the age of 3 and continued as he grew up in Atlanta. He later graduated from the University of Kentucky, where he played soccer and earned a degree in finance. His time on the field not only instilled a strong sense of discipline and teamwork but also sharpened his ability to perform under pressure—skills he continues to apply in his financial advising career. Following his time at Kentucky, Kevin played professionally for Atlanta United in Major League Soccer (MLS) and had stints in Germany and Spain, where he learned the importance of resilience, adaptability, and strategic thinking.
The same focus, goal-setting mindset, and determination that fueled his success as an athlete are key principles Kevin brings to his work as a financial advisor. His transition from sports to finance was driven by a passion for helping individuals, families, and business owners manage their finances with the same strategic approach he applied to his athletic career. Whether planning for retirement, managing investments, or navigating complex financial decisions, Kevin understands that every client is working toward a unique goal, and he tailors his strategies to meet those needs.
Kevin’s experience on and off the field gives him a unique edge in guiding clients through financial challenges with discipline, a results-oriented mindset, and a commitment to helping them achieve long-term financial success.
Life and Health, Series 7 Series 66 Licensed
AHF Wheel of Services
Wills / Trust Reviews
Leaving a legacy requires discipline and preparation. We can work with you to develop a tax-efficient plan that helps provide for the people and passions you care about the most.
Tax Strategies
While most tax preparers focus solely on the current year’s taxes, we plan for the future and highlight long-term strategies (after-tax, Roth and pre-tax) that fit your situation. While we don’t give specific tax guidance or prepare taxes, we often work directly with your tax professional to identify ideas that could make a meaningful impact now and in the future.
Investments
Once you reach life’s distribution phase — those long-awaited retirement years — it’s imperative to identify investments and strategies that align with your goals, risk tolerance and income needs. We can walk you through options to help ensure you never need to worry about running out of money.
Social Security
The question isn’t when can you begin taking your Social Security benefit (between 62 and 70); it’s when should you. We will detail many factors and considerations that go into Social Security optimization and help you determine ways to potentially increase your lifetime benefits.
Medicare
Let’s face it, Medicare can be confusing. But it doesn’t need to be. We can answer your questions and cut through the noise, making sure you have suitable medical and prescription drug coverage and clearly explaining options for covering the 20% of medical expenses that Medicare doesn’t cover.
401k / Pension
Understanding how your retirement program works is the first step toward reaching your goals. We can help you evaluate pension settlement options, make wise investment choices related to 401(k) or 403(b) plans and explain how your wealth is growing so you can have confidence your future is secure.
Workplace Benefits/Business Owner Solutions
If you’re a business owner struggling to recruit or retain key employees and provide attractive benefits, or if you’re contemplating a business transition, we can work with you to build a strong incentive plan and increase value. We create innovative solutions to help protect your business, your employees
and your lifestyle.
Long-Term Care Options
Preservation. That’s what long-term care is all about — shielding you and those you cherish from the unknown. We can assist in devising a long-term care strategy to give you confidence that, no matter what the future holds, your loved ones will be taken care of and your assets will remain intact.
Insurance Programs
The features of insurance policies can vary widely, meaning it’s essential to understand what your policy covers, who your named beneficiaries are, what limits you have and what triggers a loss. We can help you analyze and (if needed) adjust your plans to help eliminate surprises and ensure your needs are covered both now and in the future.
If You’re Ready to Have a Conversation, We’re Ready to Help
Contact us today to learn how we have helped hundreds of individuals and families find the financial independence they sought by delivering services and products tailored to their distinct needs, goals and circumstances.