Resourcesexpand your knowledge
Kim dedicates her work to helping people master their money, get conflict-free advice, and prepare for a fulfilling retirement. Learn more with these free educational resources.
Resources for Your Retirement
Kim is dedicated to financial literacy. She has developed many free resources to help you plan for and experience a fulfilling and happy retirement. With Kim’s resources, you’ll learn how to master your money and prepare yourself for the transition into retirement. Sign up and learn something new today.
Financial Advisor Fiduciary Oath
Hiring a fiduciary is an essential first step in the search for your financial adviser. 9 out of 10 so called “advisers” are in the business of sales– working for a commission, not for you. When initially interviewing advisers, use the Fiduciary Oath as a starting point. If they sign the oath with no hesitation, move forward. If not, it’s time to find a different adviser who is legally responsible to act in your best interests.Download
Money mastery and retirement lifestyle secrets
Kim and her team at Wealth Legacy Institute publish educational articles every week to help you plan for and live well during retirement. From social security and medicare to investing and tax considerations, you’ll learn how to master your money. Plus, you can expect advice and stories to help you retire happy, healthy and free. Sign up to get the Ideas & Insights blog round-up emailed to you every month.
Looking for more hands on help?
Kim is the President and CEO of an award-winning wealth management firm, Wealth Legacy Institute. If you’re interested in becoming a client, reach out for more information.