Jeffrey W. Kimball

I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.

You know what you want in life. What you may not know is what challenges may arise along the way. When it comes to financial security, you need to be prepared and protected for what life brings.

Throughout your lifetime, I will help you understand what you need to prepare for and protect.

My Mission

My mission is to help individuals, families, and businesses achieve financial security for their short, intermediate, and long-term goals. I will work to ensure my clients financial security needs throughout life are achieved to the best of my ability, along with the team of specialists that are available to me.