Purposeful Financial Planning for The Seasons of Life
“Many people miss out on the full potential of their retirement due to not knowing what questions to ask. My passion is to bring a better life for people in their retirement, by guiding and educating them with their finances.”
Which season of life are you in?
College Planning
- Scholarships
- FAFSA
- Cash Protection
- Cash Growth
- Start sooner than later
Eliminate Debt
- Mortgage
- Care
- Credit Cards
- Personal Loans
- College Debt
Protection Planning
- Health Care
- Critical Illness
- Cancer
- Mortgage Insurance
- Life Insurance
- Disability Income
Retirement Planning
- Accumulate
- Preserve
- Distribute
- Transfer
- Tax Free Retirement
- Lifetime Income
Social Security
- How to Sign Up
- Most Effective Time to Sign Up
Medicare
- How to Sign Up
- When to Sign Up
- What Supplement
- What RX Plans
Long-Term Planning
- Where to Receive Care
- How to Not go Broke in a Nursing Home
- Assets Allocated to Pay for Care
End of Life Planning
- Funeral Planning
- Wealth Transfer
- Charitable Giving
Not sure what stage you are in?
Sometimes topics on finances can be tough to understand. We want to bring simplicity and clarity to where you are and help you plan to get you where you want to be.
The Money Garden
Navigating through life's financial seasons can be complex and overwhelming. This isn't just another financial advice book. It’s a guide to cultivating abundance through every season of life.
Upcoming Events.
Empowering Women
Social Security, Medicare & Retirement Planning
Must Attend For Women Aged 58-80
RSVP Today
90 Minute Workshop Covering:
- Social Security & Medicare Changes For 2024
- Understanding How Timing Impacts Social Security Income
- Making Sense of Medicare
- How To Start And Collect Medicare Benefits
- How to Use Collateralization To Create A Tax-Exempt Retirement
- Steps To Protect Your Legacy From Sickness And The Government
- How To Never Outlive Your Retirement Income
Our Team
With over 30 years in the financial & insurance industry, my team and I are confident that we can provide the right financial products to fit your lifestyle. Over the years, we have helped educate and remove the confusion about insurance and financial services for individuals and businesses.
Kimberly Pohler, CLTC CFEd®
Kimberly Pohler, CLTC CFEd®
"I believe we are all called to be a service to others with the abilities and talents that we are given. If we choose to use them we can go out and make a difference in the world."
Phillip Charais
Phillip Charais
Amy Stell
Amy Stell
Lainey Shock
Lainey Shock
James Jurica
James Jurica
Proud Supporter.
Gwen Global
A culture-changing organization that harnesses the power of storytelling; to share experiences to heal individuals, families and communities on a local to global scale. Healing through transformation in our various programs via technology, entertainment and outreach programs to assist in a better life.
St. Jude Children's Research Hospital
The mission of St. Jude Children’s Research Hospital is to advance cures, and means of prevention, for pediatric catastrophic diseases through research and treatment.