Beverly Kimball
LPL FINANCIAL ADVISOR
beverly@consilium-financial.com
360-543-6963
Investing in your future shouldn’t be complicated.
Your 30’s to 50’s are the busiest time of your life. These are the years when you have the most impactful decisions to make regarding your finances and the least amount of time to research them.
While the responsibility of making those decisions falls on your shoulders, you don't have to do it on your own.
As a financial advisor I specialize in helping hardworking people simplify their financial life, so they can stress less about money, and focus more on their goals.
If you'd like to see if there's a better way to get where you want to go, let's talk.
Questions I can help answer:
- When can I retire?
- Am I saving enough for retirement?
- How does my career change impact my goals?
- Am I missing anything important?
- When it comes to investing, where do I start?
- What do I do with my old 401k now that I have a new job?
- I have several goals, how can I save for all of them?
- What's the best way to pay down debt?
- How much is enough to buy a home?
- Do I really need life insurance?
- When is having a Will really important?
- How can I reduce the risk on my portfolio?
- How can a financial plan prepare me for the future?
No matter what stage of life you are in, or how experienced you feel, there are ways to focus your goals and define a path to a more confident financial future. Let's get your questions answered today.
About Me:
My path to becoming a financial advisor started in 2005 as a bank teller. I enjoyed connecting with people, but realized my clients needed more than just a place to save their money. They needed better solutions, including guidance on how to make their money work harder for them and set them up for a strong financial future.
That's why I decided to take the steps needed to become a licensed financial advisor. It's my goal to be the person people can turn to with their questions and be the guide to help them find the solutions they need to thrive.
I’ve learned the importance of having an adaptable strategy that can flex as life changes and grow as you move through the different stages of life. Though money isn't everything, having a plan in place can ease some of the stress, and having a guide can make things easier to navigate.
I truly enjoy what I do and if you are ready to build a stronger financial future, I'd be honored to help you do it.
In my free time, I enjoy spending time with my husband Ryan and son Scott. We have grown up here, and truly love living in the Pacific Northwest. We take advantage of every opportunity to go boating, camping, and hiking many of the local trails. Though a lover of the great outdoors, on cold or rainy days you will likely find me playing with my sourdough starter and filling the house with the delicious scent of fresh baked bread.
Professional Credentials:
- Series 66, Series 7, SIE, Held through LPL Financial
- CFPA® Certified Plan Fiduciary Advisor through NAPA
- Washington State Insurance - Life, Dissability, Long-Term Care, Variable Life and Variable Annuity
- Texas State Insurance - Life Accident, Health and HMO
- NEA - National Education Association Specialist
- Marquis Who's Who Honored Inductee awarded for over 20 years experience in the financial sector
Learn more about my approach on my personal site here:
www.beverlykimballfinancial.com
