Kim Smith

BFA™

Financial Advisor

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State(s) Licensed: FL, IL, IN, WI

Languages Spoken: English

Phone: 224-622-0812

Address:

1411 Opus Pl Ste 210
Downers Grove, IL 60515

Schedule an Appointment

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.

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Location

Downers Grove Office

Downers Grove Office

Phone:: 224-622-0812

Hours

M – F: 9 a.m. – 5 p.m.

Address

1411 Opus Pl Ste 210
Downers Grove, IL 60515