Kimberly Schrag Martinez, Financial Strategist

Kimberly Schrag Martinez, Financial Strategist Please contact me to help you fully analyze your needs and recommend appropriate solutions. WA license #: 1177515

As the Vice President of Life Strategies, I lead a team of financial strategists whose work focuses on helping individuals and business owners to create, build, and preserve wealth. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement planning, managing costs for extended periods of care and lifetime income strategies.

08/03/2026

guide.blacksandcapitalgrp.com
ATTN Spokane, WA fire survivors !!
Please take a look at our FREE GUIDE around some of the complex questions you are going to face with the homeowners and business insurance settlement process and the complicated tax ramifications associated with those funds.
No sales pitch or fees, just a free educational website!
please use it or share it!

06/02/2026

We do real tax strategy. Not just "Go buy another truck."

07/30/2024

A brief introduction to how the Infinite Banking System can help investors with liquidity needs, leverage, and tax efficiency!

This is a great tutorial on how capital protected investments can benefit your retirement strategy! If you’re interested...
06/06/2024

This is a great tutorial on how capital protected investments can benefit your retirement strategy!

If you’re interested in learning more, I’d be happy to help!

Navigating retirement can be like navigating the golf course. Which club do you use, which financial vehicle do I use.Watch this fun video to see if EFS coul...

12/30/2023

The S&P 500 rose slightly Thursday as the benchmark closed in on a new all-time high.

04/14/2023

Contact me to learn more about the tax advantages of life insurance and why you may want to consider adding it into your financial strategy.

Today marks the 178th anniversary of New York Life and our commitment to be there for our customers when they need us mo...
04/12/2023

Today marks the 178th anniversary of New York Life and our commitment to be there for our customers when they need us most.

At New York Life, our agents lead with compassion when helping clients protect the ones they love. Learn more about the Love Takes Action campaign.

Address

Spokane, WA

Telephone

+15094139434

Website

Alerts

Be the first to know and let us send you an email when Kimberly Schrag Martinez, Financial Strategist posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Kimberly Schrag Martinez, Financial Strategist:

Shortcuts

Share

Category