Kevin Robert Luchetta

Contact

Kevin Robert Luchetta , CFP®
Wealth Management Advisor

245 Park Ave Fl 18
New York, NY 10167-0002

Phone: 646-366-6740

Fax: 212-944-2887

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Plan for Your Future Now

At PIONEER FINANCIAL our goal is to focus on the individual needs of each of our clients and bring to light the most innovative, sound financial solutions available. 

Personal Planning

Kevin Luchetta works with individuals in a wide range of financial solutions from Insurance and Investment Planning to Wealth Management and Trust Services. Kevin is committed to his clients’ financial security and leverages his education and strong work ethic to deliver financial solutions. 

Kevin works one-on-one with individuals and specializes in creating Financial Plans as a road map for his clients and their families. Areas he specializes in are Investment Advisory Products & Services, Wealth Protection and Risk Management  as well as Estate Planning.

  

Business Planning

Kevin’s work with business owners follows the same value based approach he takes with his individual clientele. He works to clarify and help prioritize the owner’s goals and aspirations for their business before developing a financial strategy that helps align the business with the appropriate solutions. 

Kevin specializes in these Business Areas:  Nonqualified Deferred Compensation Plans, all Types of Defined Contribution Plans as well as Defined Benefit/Profit Sharing Plans and helping businesses Retain Key Employees.   

 

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New Interactive 2009 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security.

Our interactive report features clients talking about why they felt secure in an unstable economy.

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Northwestern Mutual and Forbes launch the new Fact & Comment page

ForbesForbes and Northwestern Mutual partner to launch a new page titled Fact & Comment on the Forbes.com Web site, offering expert insights from leaders in business and beyond.

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Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

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Lessons from the U.S. Open

It takes both strength and consistency to reach the top of any leader board. See how Northwestern Mutual stacks up on the industry leader board.

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Managing Your Money In A Downturn

Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF).

Advanced Planning Library

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