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Financial Freedom is not a Myth.

Hello! I'm Kimberly, and my passion is inspiring others to take charge of their money and future. Let's have a chat about your goals.

Solutions for Today, Tomorrow & Beyond

Business Planning & Cash Flow Management

Owning your own business can be one of the most satisfying experiences of your life. You can follow your dream, earn a good living, provide employment opportunities for others and even make a difference in the world. But owning a business also entails a lot of responsibilities.

Creating a strong foundation is crucial to the livelihood and growth of the business. Protecting against events that may threaten the future of your business beyond the basic property/casualty protection is vital.

We can work with you to increase your cash flow, reduce your tax liabilities, assist in growing your business, protect you from the loss of a key employee, protect against disability, establish your true business value, and implement a succession plan.

We can help comprise the plan that meets all phases in your business: growth, accumulation, maximization, and protection—which results in a successful business plan.

Retirement Plan Enhancement

Retirement planning is complicated by the number and complexity of financial factors that must be taken into consideration, including: 
  • Social Security
  • Employer pension or other qualified retirement plans
  • Personal savings and investments
  • Life insurance policies
  • Projected financial needs
  • Taxation
  • Other issues important to a specific client

Due to the complexity of retirement planning, you should work with financial professionals to be certain to construct a retirement plan that is legal, sound and adequate to meet you needs. 

We can help you identify your needs, goals and resources, set clear financial objectives and construct financial strategies and lastly, assist you in the execution of the plan by providing the funding vehicles to implement these strategies.

 

What if I could show you how to be completely out of debt in 9 years or less, including your mortgage, without spending any more money than you are already spending.

Learn how to accomplish a variety of your short-and long-term goals and dreams, including:

  • How to grow your wealth safely and predictably whether the markets go up, down or sideways.
  • How to bypass banks, finance and credit card companies altogether and become your own source of financing.
  • How to pay for college without going broke.
  • How to eliminate the need for every filling out a credit application again.