Kimberly Loftin
State(s) Licensed: FL, GA, NC, VA
3120 Highwoods Blvd Suite 212
Raleigh, NC 27604
State(s) Licensed: FL, GA, NC, VA
Welcome!
Hi, I’m Kim Loftin, a lifelong North Carolinian, financial advisor, wife and proud mom. I’m passionate about helping individuals and families achieve financial confidence at every stage of life.
Providing Personalized Financial Guidance for Your Journey
Your financial journey is unique, and your plan should reflect that. I believe money is a tool, not the goal. My role is to provide guidance and education that empowers you to make informed choices and move forward with purpose. I take the time to understand your current financial picture and long-term goals so we can build a strategy that’s aligned with your values and priorities.
What You Can Expect When You Work With Me
- Personalized conversations that identify who and what matters most to you.
- Purpose-driven strategies designed to propel you toward your financial goals.
- Professional guidance that keeps you on track over the long haul.
I serve Wake County and surrounding areas working with clients both locally and virtually. No matter where you’re starting from, I’m here to guide you every step of the way. Let’s build a financial plan that’s as unique as you are, rooted in your priorities and designed for your success.
Where Money Means More™
With a combination of financial services and generosity programs, Thrivent can help plan your finances for the people, causes and community you love.
Connecting With Me Is Easy!
- Email: kimberly.loftin@thrivent.com
- Text: (919) 858-2871
- Book an appointment
- Complete the form below
Meetings can be held in person at the Raleigh or Smithfield office, or conveniently over Zoom, depending on your preference. Whether you're planning for retirement, saving for education, or protecting your future, I’m here to help you build a life of financial security and fulfillment. Reach out today to get started!
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Locations
Raleigh Office
- Phone:
- 919-801-2108