Kimber Smith, Financial Advisor , ChFC®, CEPA®, AAMS™, CRPC®

What are your priorities?

Need help determining what your financial priorities are?
The “My Priorities” quiz can help. It’s an important step in building a comprehensive financial strategy.
Through the integration of proven financial strategies, cutting-edge technology, and trusted partnerships, I deliver comprehensive financial services, such as 401(k) roll overs, IRA transfers, annuities, insurance, etc.
I listen to understand, collaborate to design personalized strategies and adapt plans to life’s changes, continually addressing each client’s unique needs, wants and desires.

My areas of focus:

• Retirement Savings Strategies
• Wealth Strategies
• Estate & Legacy Strategies
• Retirement Income Strategies
• Charitable Giving
• Business Retirement Plans