Caring for all generations of financial health…

What season of financial health are you in?

Baby Boomers

If you were born between 1946-1965 then you are either already retired or planning for retirement. Are you realizing your dreams?

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Generation X

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.

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The Greatest Generation

Do you have your legacy planned? Is your fixed income satisfactory to live your desired lifestyle?

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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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A veteran saluting the United States flag.

Realizing Your Dreams

Meet Your Financial Advisor

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

Meet Kim

Customized Services

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

Our Services

Meet Your Financial Advisor

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

Meet Derick

Economic and Market Update

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How Do I Get Started?

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

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

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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