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Caring for all generations of financial health…

What season of financial health are you in?


Financial Health

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

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

Meet Kim

Customized Services

Our business is built on a foundation of thoughtful client relationships.

Our Services

Meet your Financial Advisor

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Meet Derick

Weekly Market Update

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How Do I Get Started?

We create strategies that are tailored to your needs, goals, and dreams.

Get Started

Our Mission is You

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

Our Mission

Financial Plan Vs. Retirement Plan

Trust. Honesty. Integrity. Together we build your custom plan.

Your Plan

Get Educated

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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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