Kim Stevens

Background

About Kim Stevens

I am grateful to continute to work with so many clients that are doing very well. It is gratifying to me to be able to add value to the financial success that they are enjoying. It is an honor to be trusted by them to help them develop plans to preserve and enhance the wealth that they have created. I think most of my clients find comfort knowing that I earned the CFP, CLU and CHS designations and that I have almost 30 years experience in the financial services industry. Over 18 years of that experience was as an Insurance Planning Specialist with a well-respected financial planning firm. In that role, I was responsible for training, encouraging and assisting consultants in providing insurance planning for their clients. This involved one-on-one case consultation, classroom training, on-stage presentations and going on sales calls to present in the more complex case situations. In my most recent role as Wealth Preservation Advisor with CWB Wealth Management, I was working with their high net worth clients to identify ways to preserve, magnify or equalize the estate and create tax-efficient, and often confidential, ways to distribute it to the people or causes they care about. i also worked with many business owners to help them develop business succession plans including buy/sell coverage. I will be continuing in this effort in my new role as Insurance Planning Specialist at Northfront Financial.