Kimberly Howard

2 reviews

Book a call with me:

Working with us is simple and easy. We work through 4 simple steps with our clients to help them alleviate the uncertainty around their Financial Security:

1. Define core values and vision.

2. Highlight risks which could prevent them from reaching their goals.

3. Create a customized written plan to guide their financial decision making.

4. Stay in touch regularly to review customized plans as family and/or business evolve throughout life.

We look forward to partnering with you!

AGENCY PARTNERSHIPS

An Agency Partnership with Victory Secured Financial means joining forces with a mission-driven organization focused on financial education, protectio... Read more

30 minutes

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EMPLOYEE BENEFITS REVIEW & PLANNING FOR BUSINESS SUCCESS

Welcome! We're here to help your business create lasting impact through comprehensive employee benefits and financial education.By supporting your te... Read more

30 minutes

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BUSINESS OPPORTUNITY OVERVIEW

MISSIONTo develop leaders dedicated to helping every individual achieve their financial goals through financial education.VISIONTo build a movement of... Read more

30 minutes

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ESTATE PLANNING

We collaborate with Trust Team Integrity Estate Planning (serve in all 50 states) Provides comprehensive estate planning services designed to protect ... Read more

15 minutes

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RETIREMENT/PENSION APPOINTMENT

Welcome! I am here to serve and educate you about your state pension and retirement options.Here are some links you may need:CalsTrs: https://www.cals... Read more

45 minutes

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MILLION DOLLAR BABY CONSULTATION

Secure your child's financial future with a game-changing plan! 🌟 ✅ Build college savings without stress✅ Kickstart a future business with a so... Read more

30 minutes

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PERSONAL FINANCIAL REVIEW - WEALTH CHECK UP

Please complete the Homework below and learn about indexed growth tax-advantaged strategies before our next meeting. The resources are very info... Read more

1 hour

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FOLLOW UP APPOINTMENT

I look forward to continuing to serve and assist you on your path to Financial Independence! Navigating the financial space is complicated - let our t... Read more

45 minutes

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APPROVAL APPOINTMENT

Congratulations! This appointment is to review your approval.

30 minutes

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6 MONTH/ANNUAL REVIEW FOR CLIENTS

It’s time for a yearly annual check up! Things we will go over:Life changes in the past yearUpdate personal informationUpdate beneficiariesReview yo... Read more

30 minutes

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3 WAY CALL

This is for agents who need assistance with 3-way calling potential business partners.

15 minutes

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GAME PLAN INTERVIEW

Welcome New Business Partners!This is for NEW BUSINESS PARTNERS coming on board to do a Game Plan on how we can assist you to achieve your goals.Look ... Read more

45 minutes

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BUSINESS PARTNER CHECK-IN

Training and/or accountabilityYou are in Business for yourself, Not by yourself!

30 minutes

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