Broker Check

Services

<strong>WE CREATE STRATEGIES THAT ARE TAILORED TO YOUR NEEDS AND GOALS</strong>

WE CREATE STRATEGIES THAT ARE TAILORED TO YOUR NEEDS AND GOALS

Financial Planning Process:
As our client, you are very important to us. Our goal is to guide you in the pursuit of your financial goals and give you exceptional client service that goes above and beyond your expectations. It is our responsibility to create a meaningful financial partnership with you, our client. You mean a lot to us, and we want it to show.

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance

Kimberly has been a proud, registered, CFP®, or Certified Financial Planner™, since 2014. For more information on her certificate status, click the CFP logo to the right of this information!