Leslie Graves, Insurance & Financial Strategist, KMS Financial Group

10/22/2024

If you need help with your Medicare, feel free to reach out. I'm a licensed agent with an independent broker KMS Financial Group and represent many NE Florida Medicare companies.

03/03/2024

Sharing for a friend!

Linda Thacker is offering a FREE webinar about the current housing market and the steps to take in order to purchase a home.

Join us live where we'll discuss the latest in the local housing market and answer all your questions about the home buying process!

04/03/2023

Shopping for Medicare ?
Turning 65 soon? Retiring soon? Recently moved?
I’m a Medicare broker.
Let’s talk.

03/22/2023

Thank you to all those who came out tonight!

Thank you to Caring Transitions for sponsoring our happy hour and for Harbor Chase of Mandarin for being such a gracious host, as always!

I forgot to get pics, so if you have some to share, you’re welcome to add!

Our next meeting is April 12& 26, 9-10am @ Harbor a chase of Mandarin. We meet on the 2nd & 4th Wed. Monthly and the once/quarter we do a happy hour at their bar.

Hope to see you soon! 😊

09/12/2022

This Wed. is our JCP Professional Networking meeting at Harbor Chase of Mandarin located at 12350 San Jose Blvd. 32223 from 9am-10am. Hope you can make it!

I have recently joined an independent firm and financial agency called KMS Financial Group. I am focusing on Medicare solutions and helping people make the best choices for their situation. With that, includes retirement planning, long term care and legacy wishes.

05/26/2022

The father of the four percent rule recommends retirees cut their retirement spending now, but are things really that bad? This article explores how the rule can still work for you even in this financial climate.

With rising inflation and a volatile stock market, many question the viability of the 4% rule. Here's why the 4% rule is still sound.

05/19/2022

When you have assets in many different places such as 401(k)s, real estate, savings and more it can be difficult to find the right balance. I can help you develop a financial strategy that adapts to your changing needs.

05/13/2022

According to this study, baby boomers will draw down their 401(k) balances at a faster pace than the generations before them, causing many to face the risk of outliving their savings. Learn why in this article.

Earlier cohorts had defined-benefit plans and therefore less need to tap financial assets

05/12/2022

What would happen if you couldn’t work due to an sickness or injury? How would you continue to pay for your every day expenses? Get disability insurance to help protect your income!

05/10/2022

We’re a proud supporter of Disability Insurance Awareness Month in May. The truth is, we could also call it income insurance, because your income is your most valuable asset–it pays for everything else. So be sure to help protect it with disability insurance.