Who We Are
Kimberly Hooie started her career in insurance in 2008 because she saw the potential it provided for individuals to create financial stability, regardless of their current financial situation. Using education and a full-scope approach to financial planning that includes Health and Life Insurance, Retirement Planning, and Medicare and Social Security services, Kimberly helps her clients establish financial literacy, freedom, and stability. Her approach thoughtfully considers future goals as well as current needs to provide the plan that best fits her clients’ long-term goals in a scalable way.
In addition to her passion for fostering financial literacy and stability with adults, Kimberly has recently partnered with the non-profit, Amiron. Financial to help educate young people. She believes that early learning is vital in helping to change the cycle of over-spending, insufficient financial literacy, and poor financial planning in generations to come.
Kimberly also serves adults 65 and older with their Medicare and Social Security needs. This includes yearly updates and enrollment as well as education in choosing the plan that is best for them.
Our Mission Statement
Our mission is to provide comprehensive financial solutions, foster financial literacy and inclusivity, deliver secure, innovative, and personalized financial services, maintain ethical standards and compliance, cultivate a culture of continuous improvement, and ultimately empower our clients to achieve their financial goals with confidence and ease.
Our Vision Statement
Our vision is to be the leading and most trusted financial services partner, recognized for our unwavering commitment to helping our clients build a prosperous future and navigate the complexities of the financial world with confidence, integrity, and innovation.
Embrace the possibilities and make your move today. Your journey awaits! Contact us now!