kimberlyfinance.com kimberlyfinance.com

KIMBERLYFINANCE.COM

Kimberly Financial

Is a boutique firm dedicated to serving closely held business owners, families and individuals. We specialize in tax efficient, low risk planning and financial product solutions designed specifically to each client’s unique situation. We focus on relationship building and spend time to completely understand the specific needs of each and every client. Our mission is to lead the planning process from start to finish, and ensure that the plan stays on track for the long term. Proudly powered by WordPress.

http://www.kimberlyfinance.com/

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SCOTT SCHORZMAN

18115 ●●●●●●AVE NE

KE●●RE , WA, 98028

US

1.42●●●●0035
CA●●●@W-LINK.NET

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SCOTT SCHORZMAN

18115 ●●●●●●AVE NE

KE●●RE , WA, 98028

US

1.42●●●●0035
CA●●●@W-LINK.NET

View this contact

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SCOTT SCHORZMAN

18115 ●●●●●●AVE NE

KE●●RE , WA, 98028

US

1.42●●●●0035
CA●●●@W-LINK.NET

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Kimberly Financial | kimberlyfinance.com Reviews

https://kimberlyfinance.com

Is a boutique firm dedicated to serving closely held business owners, families and individuals. We specialize in tax efficient, low risk planning and financial product solutions designed specifically to each client’s unique situation. We focus on relationship building and spend time to completely understand the specific needs of each and every client. Our mission is to lead the planning process from start to finish, and ensure that the plan stays on track for the long term. Proudly powered by WordPress.

INTERNAL PAGES

kimberlyfinance.com kimberlyfinance.com
1

Investment Solutions | Kimberly Financial Group

http://www.kimberlyfinance.com/wordpress/investment-solutions

Investments are a very complex component of any financial plan. The investment management landscape has changed from individual investment managers making trades and decisions to managed platforms. Kimberly Financial Group is partnered with Keever Capital, a firm that provides both individual proprietary money management strategies and managed platforms. Investment Platforms and Solutions. Individual Stock and Bond Investments. Specialized Low Risk Strategies. Proudly powered by WordPress.

2

Charitable Planning | Kimberly Financial Group

http://www.kimberlyfinance.com/wordpress/charitable-planning

Leaving a lasting legacy for your favorite charity can be one of the greatest gifts of your lifetime. You have worked hard to accumulate your wealth, and establishing your legacy through charitable giving can provide benefits that far outlive you. Kimberly Financial Group is experienced in charitable giving and legacy planning. We focus on reducing taxes and costs to the estate, while maximizing the amounts available for legacy gifting. Proudly powered by WordPress.

3

Resources | Kimberly Financial Group

http://www.kimberlyfinance.com/wordpress/resources

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Retirement Planning | Kimberly Financial Group

http://www.kimberlyfinance.com/wordpress/retirement-planning-2

Retirement planning is of concern to every business owner and individual. Financial and economic uncertainty will erode a retirement plan unless the plan is sophisticated and actively managed. Kimberly Financial Group is experienced at creating and managing retirement plans for business owners and individuals. We can help you get started, or add strength and flexibility to an existing plan. Key Areas to Consider for All Retirement Plans. 1 First, have a plan and understand it. Proudly powered by WordPress.

5

Insurance Planning | Kimberly Financial Group

http://www.kimberlyfinance.com/wordpress/insurance-planning

Kimberly Financial Group can help you choose and implement the most appropriate insurance portfolio for your personal and business needs. Insurance products are complex and require an expert in the field to navigate the available carriers and products. Permanent Cash Value Insurance. Long Term Care Insurance. Business Overhead Expense Insurance. Proudly powered by WordPress.

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Kimberly Financial

Is a boutique firm dedicated to serving closely held business owners, families and individuals. We specialize in tax efficient, low risk planning and financial product solutions designed specifically to each client’s unique situation. We focus on relationship building and spend time to completely understand the specific needs of each and every client. Our mission is to lead the planning process from start to finish, and ensure that the plan stays on track for the long term. Proudly powered by WordPress.

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