Kimberly Turner
PhD, MSFS, ChFC®, CLU®, CAP®, WMCP®
State(s) Licensed: FL, NC, NJ, SC, TX
1033 Florida Avenue South
Rockledge, FL 32955
State(s) Licensed: FL, NC, NJ, SC, TX
Minimize Taxes. Maximize Retirement Income. Protection of Assets.
As a Thrivent financial professional, I help individuals, families, and churches minimize taxes, maximize retirement income, and protect their assets—while aligning every financial decision with their values and faith.
I'm proud to be a Thrivent financial professional who provides personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
Tell me where you are today, and I will draw upon my expertise to support you in:
- Tax Strategies
- Retirement Planning
- Asset Protection
- Small Business Planning
- Investment Management
- Charitable and Gift Planning
- Dedicated Holistic Financial Planning
1 Timothy 6: 17-19 says “Teach those who are rich in this world not to be proud and not to trust in their money, which is so unreliable. Their trust should be in God, who richly gives us all we need for our enjoyment. Tell them to use their money to do good. They should be rich in good works and generous to those in need, always being ready to share with others. By doing this they will be storing up their treasure as a good foundation for the future so that they may experience true life.”
As a financial advisor and a passionate teacher at heart, I enjoy teaching individuals, families, and churches, in pursuing financial clarity, confidence, and generosity.
So, they may live abundantly and give cheerfully. My mission is rooted in the wisdom shared in the Bible 1 Timothy 6:17-19, I guide and empower clients not just toward building and protecting wealth, but towards a purpose-driven stewardship of doing good works, giving generously and creating a legacy!
One of my goals is to help inspire generosity in the Brevard County, Florida and surrounding communities through membership programs like Thrivent Action teams and Thrivent Choice Dollars.
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Location
Rockledge Office
- Phone:
- 321-471-1330
- Mobile:
- 321-961-9932