What we do:

With constant changes to products, legislation, technology, and day to day operations, it’s important to review your financial landscape. I offer a comprehensive wealth management approach while providing advanced advisory planning and relationship management for the purpose of wealth accumulation and retirement strategies.

Financial Planning and Services We Offer | Kimberly Carroll

 

What we provide:

  • Investment Advisory Services*
  • Risk Management *
  • Wealth and Portfolio Management *
  • Financial Planning *
  • Retirement Planning* 
  • 401K and Pension Rollovers*
  • Roth and Traditional IRA Planning*
  • College Planning*
  • Executive Compensation and Business Succession Planning*
  • Employer Sponsored Plans for Small Businesses*
  • Planning for Incapacity and Long Term Care Needs 
  • Education and Family Support 
  • Charitable Contribution Planning*
  • Beneficiary Designations 
  • Estate Planning and Distribution Strategies*
  • Tax Efficiency Strategies*
  • Debt Management Strategies*
  • Life and Disability Insurance Needs and Defensive Tactics
  • Guaranteed protection ideas 
  • Non-Qualified Investment Options*