Kimberly Burbank
State(s) Licensed: CA Insurance Lic. #4254313, FL, IL, IN
16612 W 159th St Unit 201-LL
Lockport, IL 60441
State(s) Licensed: CA Insurance Lic. #4254313, FL, IL, IN
Let's put your plans in motion
Whether it's to protect your family or retiring on a beach, everyone has goals! Often reaching financial goals may seem frustrating and overwhelming. Driven by your life goals and values I help map out a plan to reach your financial goals while confronting and overcoming the frustration and confusion you may face from them. The right guidance can help you achieve your dreams! I bring a listening ear, knowledge, experience, and the drive to see you succeed.
I specialize in helping people be more secure in areas of:
- Protecting loved ones against the impact of long term care, death, and disability
- Answering the question “How much insurance do I need?”
- Investment management
- College planning
- Retirement income planning
- Business planning
- Distribution with direction
- Wealth Management
- Charitable giving
- Creative financial strategies
Clarity for where you are today. Confidence for where you go tomorrow.
We combine financial expertise with purpose-based planning to help you with where you are today and where you want to be tomorrow. We know your goal isn’t just about a number, so we take time to truly understand you (and what motivates you) so we can help you make the most of your finances. Wherever you’re starting from.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Lockport Office
- Phone:
- 708-770-4311
- Mobile:
- 708-564-3971
Hours
In Person Hours vary; Contact Hours M – F: 10a.m. – 7p.m.