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Kim Stevens, CFP®, CLU®, CHS

Wealth Preservation Advisor

Kim Stevens

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Kim Stevens

Kim’s deep expertise in comprehensive financial planning informs the customized insurance solutions that he provides nationwide. Drawing from 27+ years’ experience in financial services, he creates strategies for high-net-worth individuals, professionals and business owners who may have professional holdings. His specialized knowledge includes tax efficiency, retirement income planning, succession planning, buy/sell funding, estate planning, and providing business owners with a tax-free means of transferring trapped corporate asset to their heirs. In previous roles, he’s shared his expertise in case consultations, classroom and on-stage presentations, as well as sales support for new advisors and complex case situations.

Kim is an active member in his local chapter of Advocis, which provides education to advisors and advocacy work for the insurance industry to government regulatory bodies. He’s also served on the local Advocis chapter executive team.

Beyond the Office

Kim and his wife are members of their local RV club and enjoy regular campouts with fellow members. He’s also active within his church community, having served in a variety of capacities. In his younger years, Kim 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”. This philosophy fuels the insurance planning that I develop with our clients.”