Kimberly is a thirty-year veteran of the financial services industry, a Certified Financial Planner (CFP®), an accomplished investment expert (CIMA®), and a Certified Personal Wealth Advisor (CPWA®). Kimberly has expertise in the development of personalized financial plans; in particular, the implementation of those plans including investment management. Kimberly has experience as a Trust Officer, within the Life Insurance Industry, and was a Portfolio Manager and Investment Advisor for boutique investment advisory firms before launching KCG in 2009. In those roles, she has managed as much as $200 million in assets at any given time, providing Wealth Management and Advice for Individuals and Retirement Plans.

About KCG Investment Advisory Services LLC

KCG helps you plan and invest for the impact you desire; for you personally, your family, select charities, or global causes. Your impact can be a legacy for and influence on many generations to come! KCG delivers on an exceptional value proposition, providing meaningful guidance and concierge wealth management services that include practical financial planning and goals-based investment strategies. Our modern, real-world solutions are based upon collaborative, attainable targets over time, and our implementation process leverages both technical and human resources. KCG's offices are equipped with the technology necessary to provide sophisticated planning, security, and compliance. Registered in Georgia, South Carolina, and Michigan, KCG currently serves satisfied Clients in 12 states and Costa Rica. Senior Advisor, Kimberly Good, and KCG have established, synergistic relationships with legal, accounting, trust administration, life care advocacy, and specialized investment professionals who are always available to assist in the implementation of your plan. We can work with your current advisors to expand your existing team or help to fill any advisory needs at your discretion. Client Support Specialist, Christina Martinez-Harrison supervises office staff, managing the delivery of superior, personalized service for each valued Clients. Christina has an impressive work history including Registered Broker, Sales Consultant, Advisory Consultant, and Systems Administrator. She sets a pleasant, friendly mood for the office and is a talented problem-solver. We believe that it is our responsibility to positively influence all with whom we come into contact, through service, and by example. As our Clients prosper, we prosper, our families and friends prosper, and in turn, our community prospers!

Advisory Services Provided

Portfolio Management, Financial Planning for Individuals, Tax Advice and Services, Insurance Planning

For more than a decade, I've been a financial planner working with a wide range of clients to help them navigate the unique challenges and opportunities that life throws their way. By helping them create a smart plan, they can work toward the rewarding future they hope to achieve. When I'm not at work, I'm running after my three kids, woodworking or exploring the coast.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews¹ and Barron's², with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. ¹Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); ²The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

Your finances are what drive your future. Our Primary Purpose: At first glance, financial planning might appear to be black and white...but at Huskey Financial, we focus on what gives your life color. When you envision your future, you aren't thinking of interest rates and stock returns, you're thinking of a lake house in a sentimental spot or the vacation your family has been dreaming of. When we envision your future, we focus on how to help you hit the financial goals that will get you where you want to be. We approach financial management in a way that makes you proud of your decisions. We understand that an investment portfolio makes up a small percentage of your overall wealth profile, and that your finances make up a small percentage of who you are. Your lifestyle, past expenses, and future plans are all integral components of making smart financial choices, which is why we get to know you as we get to know your portfolio. When you trust us to manage your assets, you can be certain that you'll receive advice that takes everything about your life into account, not just formulas based on your countdown to retirement. With financial education as one of our cornerstones, you will learn not only what we're doing with your money, but how the actions we're taking will help you have a secure wealth plan for every stage in your life. We will build a comprehensive financial plan that puts the things that matter the most to you at the forefront, so you can focus on building the future you want for your family.

About Huskey Financial - Consulting & Wealth Management

Were a dedicated team of financial professionals that specialize in helping medical professionals & business owners with all their financial planning considerations. We are process-driven, not transactional or product-pushers. Instead of one-size-fits-all plans, we work with surgeons, dentists and practice owners to build a custom, profession-based financial strategy that challenges conventional wisdom by leading with protection and savings so you can invest for your future. We help physicians and practice owners reduce their taxes, increase cash flow and drive value by providing services such as exit planning, key employee retention, unconventional retirement strategies & general financial guidance.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities