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Kimberly Myers, CRC®

Financial Planner

Let's plan

Kimberly Myers, CRC®

Financial Planner

Let's plan

Financial Planning

how & who it helps

Many people aren’t confident about their financial future, and many times there is a misconception that in order to get help - you have to have a sizeable amount of assets to get guidance. I can help regardless of your current account balance, Although I work with numbers, I'm a people person. I've helped many families just like yours - families that just want to have a secure financial future but aren’t sure where to begin.

I started my career in 2007 as an insurance agent and now as an Independent Financial Planner, I continue to help small businesses and families with their insurance and financial services needs. I don't impose minimum account balances and offer a full range of financial services.

The strategic partners and alliances that have been made over the years, along with industry-leading tools allow me to help you to create a realistic and easy-to-understand financial plan.

I take a personalized, side-by-side approach with every client. I will help you identify the goals and dreams you have for your future, including the date you plan to retire and how much income you will need in retirement.

Working together, we will create a plan that will help you reach your goals.

My Partnerships with Lincoln Investment and Copper Sun Financial, llc

As an independent financial advisor, I am partnered with Lincoln Investment and Copper Sun Financial, llc. Through these partnerships, I am equipped to offer products and services including comprehensive financial planning, investment management, mutual funds, annuities, and insurance, all of which aim to help clients build and manage wealth at each step of their journey.

finra's brokercheck

About Me

Professional Qualifications

Certified Retirement Counselor®

since 2018

Series 7 registration

Series 66 registration

AZ Life, Health, Variable Annuities license

AZ Property/Casualty License

Registered in AZ, TX, CA, CO, FL, NM

15 Years of Experience in the financial services industry

Specialty Services

Financial Planning

Retirement and Income Planning

Estate Planning

Insurance Planning

Let's get Personal

I'm excited to learn all about you and how I can help, but here's some insight about me.

I grew up in West Texas and Southern Arizona, the southwest is my home. I come from a large family and am of Hispanic descent, first generation born in the US, and fluent in Spanish. I embrace both my Hispanic heritage and consider myself a proud US Patriot having many military members in my family including

our oldest son.

I’m a proud mother of four and am happily married. I enjoy many creative hobbies such as working with resin, traveling with my husband is always a good time and of course snuggling with my Yorkies.

I also volunteer my time to various nonprofit organizations, specifically those that help people overcome situations involving domestic violence.

This site has been prepared solely for information purposes and is not intended to be a solicitation, offer, or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker-dealer in all 50 states. Tax, Social Security claiming, insurance products or legal services are not offered through, nor supervised by Lincoln Investment or Capital Analysts. Lincoln Investment, Capital Analysts, and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting.

www.lincolninvestment.com

www.finra.org

www.sipc.org

Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com Kimberly Myers, CRC and Copper Sun Financial, LLC

and the above firms are independent and non-affiliated.

Kimberly Myers, CRC®

Kimberly Myers, CRC®

Financial Planning

how & who it helps

My Partnerships with Lincoln Investment and Copper Sun Financial, llc

Big Picture Planning

About Me

Professional Qualifications

Specialty Services

Let's get Personal

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