Team Annunziata Kim
Preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time-consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.
Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, we promise to offer you a new level of attention, insight, and guidance.
We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. Additionally, your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals.
Our Promise
Create confidence through knowledge
Empower You to be in control
We deliver advice, planning, knowledge, solutions, and service to enable you to live a financially confident life.
We care about You
We guide you through a process that prioritizes your goals for your lifestyle, your family, your personal future, and your legacy.
Your trusted partners
We serve as your advocate, working with your other trusted advisors to bring all of the pieces of your financial life together.
Help You optimize Your financial situation
We help you find untapped opportunities, manage risks, deal with uncertainties, and anticipate challenges.
