Financial Advisor: Kimberly Molter AAMS - not a typical Financial Advisor

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Financial Advisor: Kimberly Molter AAMS - not a typical Financial Advisor

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A Financial Advisor that will put things in understandable terms and listens to you. What are your financial goals?

Are you trying to save for the future, but don’t understand investing or investments? Even if you’re not sure of what questions to ask or are anxious to talk about money matters, you can rest assured knowing you're at the right place. Here, I aim for a relaxing atmosphere, never talk over you, and work to understand what goals you would like to achieve. I am easy to talk with and ensure you never feel awkward while talking about money. Plus, I love developing a customized plan for you to meet your needs instead of just fitting you into an existing plan. With many years of experience and personability, I help you with your financial planning goals. Contact me today if you need a financial advisor to start working for you and with you! Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Modern Legacy Advisors are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content,
which we cannot verify completeness or accuracy of.

11/10/2024

I love my job! My favorite is when I work on a financial plan for a client and see that they can retire today. They no longer have to go to work, they get to go to work.

05/10/2024

I do not authorize META, Facebook or any entity associated with Facebook to use my photos, information, messages or posts, past or future.
With this statement, I notify Facebook that
it is strictly prohibited to disclose, copy, distribute or take any other action against me based on this profile and/or its contents. Violation of privacy may be punishable by law.

Here's how to do If you are thinking of getting off FB because of the volume of sales ads and trash stuff. So hold your finger anywhere in this post and click ′copy’. Go to your page where it says ‘What's on your mind?’ Tap your finger anywhere in the blank field. Click paste. This upgrades the system.
Hello new and old friends!

He who does nothing consents.

30/07/2024

29/07/2024

You can have more than one policy at a time.

11/07/2024

I saw this post and wanted to share. Please feel free to share this. Hopefully it will get to anyone that can help this family find their family member. This was around Superior, AZ.

25/04/2024

Recent escalations in Middle East tensions won’t likely have a big impact on the U.S. economy, but that could change if oil prices move higher. If oil prices rise to $100 per barrel or more, it could weigh down the entire economy by pushing up inflation.

24/04/2024

Small businesses should thrive without financial worries. Explore strategies to manage cash flow effectively and keep your business's focus on your operations and long-term goals.

23/04/2024

Retiring at 65 or even 67 is just not realistic for most people’s finances — or the government’s. So both the public and politicians need to give up on the idea that each successive generation is entitled to a longer retirement than the last. Instead, the US needs to rethink not only the labor...

22/04/2024

Expectations on interest rate cuts are being dialed back as 2024 inflation data has exceeded expectations. Here's what could change that.

21/04/2024

The settlement cycle for U.S. stocks and other securities will be changing on May 28, 2024.

Address

Services Available In: TX, AZ, CA

Opening Hours

Monday	08:00 - 17:00
Tuesday	08:00 - 17:00
Wednesday	08:00 - 17:00
Thursday	08:00 - 17:00
Friday	08:00 - 17:00

Telephone

+16233038331

Website

http://www.modernlegacyadvisors.com/

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