Kim Smith

BFA™

Financial Advisor

State(s) Licensed:   FL, IL, IN, WI

Languages Spoken:   English

Phone 224-622-0812
Address

1411 Opus Pl Ste 210
Downers Grove, IL 60515

Kim Smith

State(s) Licensed:   FL, IL, IN, WI

Languages Spoken:   English

Let's put your plans in motion

Whether you are interested in starting your financial goals early in life or later in life, everyone’s financial game plan is different. I believe in making it personal for you and focusing on your needs, wants and wishes. Let’s have a conversation about your goals and values and come up with a financial plan that suits you best. Having guidance during this process can help you achieve your goals! I come with a passion to help you achieve those goals and want to see you succeed in making your dreams come true!


I specialize in helping people become more secure in areas of:

  • Retirement strategies
  • Retirement accumulation strategies
  • Retirement distribution strategies
  • Investment strategies
  • Risk management
  • Financial strategies
  • Life Insurance
  • Education funding
  • Legacy strategies
  • Charitable strategies

Create your financial future by building from the bottom up

Foundation

Like a house, a financial strategy needs a strong foundation to build upon. That includes protection of valuable assets—including income.


Accumulation

A financial strategy’s framework includes working toward savings for retirement, education and other important purchases.


Distribution

After accumulating assets, there’s a time to use what you’ve saved. This step can include turning a dream purchase into reality, paying for a child’s education, or creating a lifetime income source.


Legacy

This includes helping ensure that loved ones receive financial support and establishing in advance how estate assets will be distributed.


Tax-efficient financial strategies

Like insulation in a home, tax efficiency helps protect and improve every aspect of a financial strategy.

To learn more about the privacy of your information, visit our privacy policy.

Downers Grove Office

Phone:
224-622-0812

Hours

M – F: 9 a.m. – 5 p.m.