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The Millennial’s Guide to Retirement Planning
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Our Vision
We help you fulfill your dreams and live your best life without Financial Stress.
Our Mission
Our mission is to help clients attain financial security for their families and businesses. We possess the highest level of expertise and standard of service to provide you a highly individualized comprehensive financial plan tailored to your unique needs, and we take great care to ensure there are no gaps in your plan based on your needs and risk profile. Your custom financial plan emphasizes a client centered approach, and encompasses all aspects of Financial Planning, Wealth Management and Risk Mitigation including Investment Management, Insurance Planning, Retirement Planning, Income Distribution Planning, Estate & Legacy planning, Tax Efficiency and Mitigation strategies, and Retirement and Group Benefits advisory.
We’re Top Ranked by Forbes!
Forbes Top Financial Security Professional Best-In-State 2024
Kathy Mimms was named to Forbes' Top Financial Security Professionals Best-In-State list for 2024. Forbes and SHOOK Research conduct extensive research that looks at both quantitative and qualitative data to determine if an advisor “is a role model they would recommend to the world” and someone “who is best prepared to have deeper conversations about life while protecting against the perils posed by disability, death, or job loss.” Over 35,000 Financial Professionals were nominated nationally for consideration. Locally, Kathy was named a Top Financial Security Advisor out of all financial professionals across the state of Connecticut. Many thanks to our amazing clients, hardworking team, and our partnership with Northwestern Mutual. This would not have been possible without you!
Forbes "Best-in-State Top Financial Security Professionals" list (July 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4