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Kim Stevens, CFP®, CLU®, CHS

Wealth Preservation Advisor

Kim Stevens

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Kim Stevens

With over 24 years of experience in the financial services industry, Kim is focused on comprehensive financial planning with an emphasis on insurance planning. He works with high net worth individuals, business owners, and professionals who have corporate holdings. Kim specializes in tax efficiency, retirement income planning, succession planning, buy/sell funding and estate planning to provide heirs with a tax-free means of removing financial assets trapped within the corporate structure. In his previous roles, he provided case consultation, classroom & on-stage presentations, and sales support for new advisors and complex case situations.

Beyond the Office

Kim is active in his local chapter of Advocis, which provides education to advisors and advocacy work for the industry to government regulatory bodies. He has also served as a member of the chapter executive team. Kim and his wife are members of their local Good Sam RV club and enjoy regular camp outs with fellow members. He is also active within his church community, having served in a variety of capacities. In Kim's younger years, he refereed basketball for 12 seasons at progressively higher levels of play, including some college games. He also served on the local Basketball Officials Association Executive team and coached youth basketball teams for many seasons.

“Robert Kiyosaki said “It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for”. These are the very things that are addressed by the financial plans I develop for our clients.”