We understand that individuals face unique challenges as they organize and plan their financial lives. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to protect your family or build, preserve and transfer wealth, our personalized service focuses on your needs and long-term goals.
Our team of advisors has a distinct combination of work experience and education, each with over thirty years of service in finance. We are committed to developing a personal relationship with every client to provide customized service and an individual approach to wealth management. We can help you address your needs of today and for many years to come.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
We partner with you to develop a comprehensive financial plan. Only then can we create a customized portfolio aligned with your unique objectives. Our approach combines traditional asset allocation with a forward-looking assessment of potential risk. Our strategies for asset protection are at least as important as those for asset allocation.
As an independent firm, Kimball Creek Partners have access to objective research and a comprehensive array of tools, resources and technology. With no pressure to steer clients towards specific products and no proprietary products to sell, we have the freedom to offer financial guidance using a wide variety of objective investment recommendations.
Transparency—Easy-to-understand explanations of the products and services and what they cost
Personalized, Objective Advice—Independence and flexibility to deliver uncompromised investment strategies with no sales quotas or institutionally required products or model portfolios
Support and Resources—Depth of investment choices often unparalleled in the industry
*Asset allocation does not ensure a profit or protect against loss. All investing involves risk including loss or principal. No strategy guarantees success or protects against market risk.
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