621 17th Street
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Caring for all generations of financial health…
What season of financial health are you in?
If you were born between 1946-1965 then you are either already retired or planning for retirement. Are you realizing your dreams?
You were born from 1966 – 1976 and you are considered one of the most independent generations. You are still working hard to build financial health.
The Greatest Generation
Do you have your legacy planned? Is your fixed income satisfactory to live your desired lifestyle?
As an enlisted US Army Veteran and a practicing Registered Nurse, Kim has found a niche within her business model helping veterans and the physicians and nurses who care for others. By developing custom lifetime financial plans with investment solutions, Kim gets to serve and give back to those who help humanity.
"People don't plan to fail, they fail to plan" - Kimberly Doleman
Assets Under Management, Consulting and Advisement Services, Financial and Retirement Income Plans, Investment Profile Statement.
"Your financial plan should be as unique as Your hopes and dreams" - Derick Harris
“The secret of getting ahead is getting started.” – Mark Twain
Putting people first has prepared us to guide you through your life transitions.
What's the difference and what are some important questions and information you'll need?
Want to do some research and reading on your own? Here is a great place to start.
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."