Personal Financial Assessment
Knowing what you currently have and where you would like to go is the first priority in any goal. At Kibbe Insurance
, our assessment service is the key to success. We sit down with you and get an understanding of your goals and objectives. We perform an analysis and provide you with a road map to achieve your goals and objectives in a cost-effective and timely manner.
Business Assessment As with any business, planning is key to success. Knowing your current assets and where you would like to take your organization is an important step in advancement. At Kibbe Insurance, our assessment service is key to achieving success. We meet with you personally and get an understanding of your situation, goals, and objectives. We take this information, perform an analysis and provide you with a guide to achieve your goals and objectives in a cost-effective and timely manner. Planning is key to success and Kibbe Insurance is here to assist you with the all-important planning stage before we work together to implement your plan.
Fee Structure: There is no hourly fee. There is no money out of your pocket for consultation.
can help make sure you're getting the right tools and strategies to match your requirements and objectives. We'll meet with you to fully understand your situation, budget, desires, timelines, and expectations.
Overview of Services:
- Personalized Strategies to Help Minimize Your Income Taxes
- Personalized Strategies to Help Maximize Your Paycheck
- Plans to Reduce Or Eliminate Consumer Debt
- Smart Investment Strategies That Have Guarantees
- Assistance With Eligibility For College Financial Aid Through Asset Management
- Plans For Greater Liquidity Through Positioning
- Strategies to Help Maximize Your Investment Returns
- Strategies to Help Maximize Your Retirement
730 Judy Ann Court
Inman, SC 29349
FAX (888) 317-5819