Kevin B. Kugley, MBA, CRPC®, known through Kevins7, provides financial planning services focused on helping clients move from financial confusion to confidence. The practice describes financial planning as bringing together income, spending, and savings to forecast future financial circumstances, and invites clients to begin a plan or schedule an appointment.

Its offerings include financial planning and a Virtual Family Office, with resources covering retirement, estate, investment, insurance, tax, and lifestyle topics. The website also features a nationally syndicated radio show, financial planning videos, retirement planning tools, and educational materials such as a financial glossary and tax resources. Kevins7 identifies Kevin Kugley as a registered representative whose securities and advisory services are offered through LPL Financial, a registered investment adviser and FINRA and SIPC member.

The site lists offices and contact information in Beverly Hills, San Diego, and Houston, and provides access to client login, market commentary, and information about LPL Financial. Services and transactions are limited to residents of states where the representative is properly registered or licensed