• Discounted Financial Plan

    Offer Valid: 01/02/2024 - 12/31/2024
    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.


    This Member To Member Deal is promoted by CT River Valley Chamber of Commerce.

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