Kim Stevens, CFP, CLU, CHS

Wealth Preservation Advisor

Kim’s more than 25 years in the financial service industry has given him extensive experience with life and living benefits insurance, including expertise with concepts and sales strategies, as well as tax and estate planning considerations. Kim works primarily with Business Owners, Professionals and those with High Net Worth. His work usually centers around tax-efficient estate and business succession planning, buy-sell funding and estate maximization or equalization strategies.

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