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Navigating Uncertain Times

Navigating Uncertain Times

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 the financial health of those who serve…

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.

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Realizing Your Dreams

Meet Your Financial Advisor

Meet Your Financial Advisor

"People don't plan to fail, they fail to plan" - Kimberly Doleman

Meet Kim
Customized Services

Customized Services

Assets Under Management, Consulting and Advisement Services, Financial and Retirement Income Plans, Investment Profile Statement.

Our Services
Meet your Financial Advisor

Meet your Financial Advisor

"Your financial plan should be as unique as Your hopes and dreams" - Derick Harris

Meet Derick

Weekly Market Update

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How Do I Get Started?

“The secret of getting ahead is getting started.” – Mark Twain

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Our Mission is You

Putting people first has prepared us to guide you through your life transitions.

Our Mission

Financial Plan Vs. Retirement Plan

What's the difference and what are some important questions and information you'll need?

Your Plan

Get Educated

Want to do some research and reading on your own? Here is a great place to start.

Education

Customizing Your Financial Plans & Investment Solutions

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How Much Do You Know About Investing?

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."

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