Estate & Wealth Management Services, LLC is an independent, privately-owned company and financial services firm. We have a financial duty, meaning that we are required to always put our clients' interest first. Our team has decades of experience in financial services and we specialize in retirement, wealth management and financial planning.
Together we will work with you to create a comprehensive plan to help you achieve success. Your are not just a number to us. We get to know you, your goals and your family throughout the years, and we aim to help you realize your dreams by offering creative solutions through an open, transparent and personal advisory process.
Together we will work with you to create a comprehensive plan to help you achieve success. Your are not just a number to us. We get to know you, your goals and your family throughout the years, and we aim to help you realize your dreams by offering creative solutions through an open, transparent and personal advisory process.
Services
Kim has devoted her more than 30 years as a financial advisor to helping people plan a comfortableretirement. In fact, she founded Estate and Wealth Management Services with the goal of helpingpeople who are approaching or already in. Mary Mason has over 25 years of office operations and customer relations experience.
In retirement, you shift from earning money every month to using your accumulated money to live on. We help by analyzing your present and future expenses and creating a complete retirement income plan that includes tax mitigation. Many people don't realize how important taxation becomes in retirement.
Kim cordially invites you, your family, grandkids & friends to a RED, WHITE & BLUE patriotic potluck picnic. Estate & Wealth Management Services will provide hot dogs, hamburgers, fixin's, and non-alcoholic beverages. Please bring a dish or dessert to pass. Help support SOS Marysville Food Pantry & have your sensitive documents shredded!
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