CONNECT

Address:

Temecula, CA 92589

Phone:

951-926-1002 or 907-347-3860

Fax/Other:

866-373-8738

Kim's News & Events

Stay up-to-date on Kim's news & events!

To make sure you don't miss any, ask Kim to add you to her News & Events email.

 

Current Events:

Asset Protection in Retirement - October 21, 2015.  Click on the Seminars tab to enroll!

 

News:

August 14, 2014-  Kim is a Women's Choice Award recipient featured in USA Today for her strong commitment to women and couple clients. Click Here to see the article.

 

Past Events:

4 Strategies for Creating Retirement Income That Lasts as Long as You Do! - August 28, 2013 (more info on Facebook, click here!)

Savvy Social Security Planning:  What Baby Boomers Need to Know! - April 18, 2013 (more info on Facebook, click here!)

Meet & Greet Mixer - March 9, 2013 (space is limited)

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck