Kimberly Financial Group is a boutique firm dedicated to serving closely held business owners, families and individuals.  We specialize in tax efficient, low risk planning and financial product solutions designed specifically to each client’s unique situation.

We focus on relationship building and spend time to completely understand the specific needs of each and every client.  Our mission is to lead the planning process from start to finish, and ensure that the plan stays on track for the long term.


Kimberly Financial Group – Brochure (PDF)