Kimberly Schrag Martinez, Financial Strategist

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!

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.

12/07/2023

End of year is a perfect time to do a financial review to see where you need to make adjustments.

Schedule your free consultation with us today and put us to work for you to possibly save you money!

https://calendly.com/kimberlychristine/financial-strategizing

Empowering you to build wealth, protect what matters, and create legacies that last. At Cedar and Stone Consulting, we turn financial goals into lasting success with strategies as strong as cedar and as enduring as stone.

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.

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.

03/28/2023

A NerdWallet survey reports retiree-hopefuls plan to leave full-time work at age 57. If you’re interested in doing the same, then take these steps to retire 10 years earlier.

A new NerdWallet survey finds that retiree-hopefuls plan to leave full-time work at age 57, on average. Here’s how you can bow out of the workforce a decade early.

03/20/2023

Spring is a time for new beginnings and new strategies. Learn how tax-efficient retirement planning can help you grow your savings and be better prepared for your autumn years.

Read how to potentially minimize taxes on retirement income by using these tax planning strategies for and tax advantaged accounts.

03/17/2023

Don't just rely on luck to protect you. Learn how whole life insurance can help you start building cash value while offering lifetime protection for the ones you love most.

Whole life insurance can be a great investment for you and your family. Learn how this type of investment can support your financial goals.