Discounted Financial Plan

CRV Chamber Members can receive a financial plan discounted to $750! Whether you are looking to retire soon or just getting started in your career, a comprehensive financial plan can be beneficial to keep you on track. We can help with minor changes to existing plans or total re-directions. 



We offer the following services: 

• Retirement Planning


• Investment Management


• Life, Disability, and Long-Term Care Insurance


• Employee Benefits Consulting 


• Employer Sponsored Retirement Plans (401k's, 403b's, SIMPLE IRA's and SEP IRA's)


• 529 Plans and Education Cash Flow Planning


• Guaranteed Retirement Income Products*

Schedule your introductory meeting with Kim: HERE



*Guarantees are based on the claims paying ability of the issuing company. 



Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Thrivepoint Financial are separate entities from LPL Financial.