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The Kimball Creek Difference

We believe that wealth creates complexity, opportunity and the responsibility of stewardship. The same diligence and careful planning that leads to financial achievement is equally important for growing, preserving and transferring wealth.

As independent advisors, we partner with you to develop a comprehensive financial plan.  Only then can we create a customized portfolio aligned with your specific objectives. Properly diversified portfolios that are rebalanced when necessary are the core foundation of our investment plans. Our approach combines traditional asset allocation with a forward-looking assessment of potential risk. We believe that risk is more than volatility - risk is anything that may keep you from achieving your most important goals.   

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and asset allocation do not protect against market risk.