Who we are
Kevin Sale ChFC, CFP® is the owner and founder of Sailor Financial, LLC. After spending over 8 years on the corporate side of the financial services industry, Kevin left the confines of that environment to establish Sailor Financial, an independent fee-only financial planning firm located in Bloomington, Minnesota. Now, as captain of his own enterprise, Kevin is pleased to specialize in helping middle income folks work toward and reach their goals.
Kevin is a Registered Investment Advisor in the state of Minnesota and a member of the Garrett Planning Network, an international affiliation of fee-only planners who – much like a CPA, attorney, doctor or dentist – are dedicated to serving people on an as-needed basis. Kevin believes strongly in the network’s mission and currently serves on the Member Advisory Board. |
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He has earned the right to use the CFP® mark of distinction. To become a CERTIFIED FINANCIAL PLANNER™ practitioner, Kevin passed the CFP certification examination, a comprehensive two-day, 10-hour test that sets the standard in the field of financial planning. He has also met financial planning experience requirements, signed an ethics agreement and is required to satisfy ongoing education requirements.
Additionally, by completing appropriate course work and fulfilling stringent experience and ethics requirements, Kevin has earned the Chartered Financial Consultant (ChFC) professional designation from the American College.
Kevin publishes Sailor Speak, a plain-talk financial eZine that seeks to de-mystify financial planning and provide tips and education on all things financial. Sailor Speak is delivered monthly via e-mail and promises a quick and easy read. You can register to receive Sailor Speak by clicking here. There is no cost or obligation. When you subscribe you’ll receive Chart Your Course, a financial goal-setting workbook, for free!
Before establishing his own firm, Kevin worked for Securian Financial Group, Inc. in St. Paul, MN, mainly in their Retirement Services division where, everyday, he saw the miracle of compound interest. The notion that small actions can make a huge difference to our financial health captured his imagination and drove him to start his own independent financial planning practice where he could serve people from all walks of life.
Kevin currently lives in St. Paul, with his wife Tanya, son Greyson and their dog Roxie. In his free time, he enjoys reading, genealogy and exercise. Kevin especially enjoys running and recently completed the Twin Cities Marathon.
Let’s Chart Your Course
Regardless of your current situation, Sailor Financial can help you take a fresh look at your finances and chart a course for your future.
Time is your biggest asset, so don’t let another day go by. Contact Kevin now to schedule an introductory meeting. The first session is free and there’s never any obligation.
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