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Total Wealth

We look at it as well-being, happiness, peace of mind. Total Wealth certainly includes your financial situation, but it’s so much more than money.

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Clients are the center

We focus very clearly on our clients, building relationships to know each specific situation.

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Addressing client needs

The Kimsa team is comprised of specialists to ensure peace of mind for our clients.

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Defining success

When our clients are truly confident in their financial stability, we have done our job.

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Nurture, guide, advise… repeat

The process we work through with our clients works. It works for a couple of reasons. First, there are milestones that must be addressed in life. Second, we are constantly evaluating and adapting to life’s changes.

We build a relationship with clients where we get to know their individual situations, offer guidance based on circumstances and advise based on experience.

The process is a fluid one by design. Life throws unexpected twists and turns when we least expect them so our team is constantly monitoring and evaluating our relationship and progress to ensure as smooth a ride as possible.

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