UNPARALLELED EXPERTISE FOR YOUR UNIQUE FINANCIAL NEEDS
At Kimes Financial Services, our experience is the cornerstone of our success and your financial growth. With a dynamic and informed team dedicated to continuous learning, we stay ahead of the financial curve, ensuring you receive the most relevant and effective advice.
Explore our services in detail, understand our approach, and discover why Kimes Financial Services is the trusted partner for countless individuals and families. Your financial journey deserves the best, and we're here to provide just that.
THE FINANCIAL PLANNING PROCESS
Our collaborative approach to financial planning coupled with the latest technology is designed to help you feel confident in your financial future - and provide transparency every step of the way.
We'll work together to create an actionable plan and track progress toward reaching your goals.
1. Discover
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Understand what is most important to you.
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Share how we can work together to help achieve your goals.
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Collect necessary information to begin an assessment of your current financial situation.
2. Analyze
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Complete an analysis and strategize on options to achieve your goals.
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Leverage our team or specialists, resources and tools.
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Collaborate with trusted advisors like your accountant, tax professional, or legal advisors.
3. Act
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Present recommendations and prioritize your options.
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Create an action plan to help empower your decision-making.*
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Agree on next steps to start your journey to a successful financial future.
4. Evolve
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Adjust your plan as your life and priorities change.
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Continue this process through an ongoing relationship.
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If elected, meet regularly to check on your progress toward reaching your goals.
*You have a choice to implement the recommendations in your financial plan on your own, with your Financial Planner, or through another financial services professional. If you choose to implement your plan with your Financial Planner, he or she may sell other services and products to you in his or her capacities as (i) an investment adviser representative ("Advisory Representative"), (ii) registered representative of Pruco Securities, LLC, and/or (i) a licensed insurance agent of Prudential (collectively "Prudential Representative.")
Ready to start?
Call Us Today
Our conversations may focus on these financial topics:
Cash Management & Liabilities
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Cash Flow
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Cash Reserve
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Cash Management Options
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Debt Management
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Home Purchase/Refinance
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Upcoming Large Expenses
Investments
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Risk Tolerance Assessment
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Employer Sponsored Retirement Plans
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Traditional IRAs/Roth IRAs
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Brokerage Accounts
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529 College Savings Plans
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Guaranteed Income Solutions
Risk Management
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Home/Auto/Umbrella
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Employer Benefits
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Health Insurance*
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Disability Income*
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Long-Term Care Insurance*
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Life Insurance
Tax & Estate Planning Strategies
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Collaborate with CPA/Attorney
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Tax Management Strategies
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Roth Conversions
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Wills/Trusts
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Power of Attorney
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Healthcare Directive
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Legacy Planning
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Business Continuation
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Beneficiary Reviews
*Availability varies by carrier and state.
A LEGACY OF FINANCIAL EXCELLENCE
With over 15 years of dedicated experience in the financial industry, Ryan Kimes is a representation of excellence in the industry. Holding FINRA Series 6 and 63 registrations, his experience is both broad and deep. A proud alumnus of Wayne State College, Ryan graduated in 2007, armed with a degree in Business Administration, emphasizing Finance. Further solidifying his commitment to the financial industry and his clients, he boasts the designation of RICP® (Retirement Income Certified Professional).
His dedication and focus haven't gone unnoticed. Ryan is a past qualifying member of the MDRT® (Million Dollar Roundtable), a testament to his exceptional professional achievements. Over the years, he has been the recipient of numerous awards, each echoing his unwavering commitment to excellence in the financial sector.
Beyond his professional accolades, Ryan is a devoted family man. He cherishes moments with his wife, Lacy, and their three wonderful children: Rylie, James, and Addison. Outside the confines of his office, Ryan is an active contributor to his community, volunteering with various local organizations. He often enjoys outdoor projects, has a passion for cooking, and loves embarking on travel adventures with his family.
A QUARTER CENTURY OF FINANCIAL MASTERY
For 25 years, Steve Kimes has been the guiding light for clients, illuminating their path towards their financial aspirations. His credentials elevate his experience: a Certified Financial Planner (CFP®), a Chartered Advisor for Senior Living (CASL®), and a Retirement Income Certified Professional (RICP®). As an active member of the Financial Planning Association of Nebraska, Steve's commitment to the financial industry and his clients is unwavering.
His journey in the industry is adorned with numerous awards and honors, a testament to his relentless pursuit of excellence. Recognized as a top producer, Steve's individual company accolades further underscore his dedication in the field.
In 2014, Steve, along with his son Ryan, laid the foundation for Kimes Financial Services, LLC. Their vision was clear: to offer sound financial advice paired with unparalleled client service. Today, they proudly serve hundreds of valued clients, each a testament to their dedication and experience.
Beyond the world of finance, Steve is a devoted family man. He shares his life with his wife, Brenda, and their two children, Ryan and Emily. He enjoys being a grandfather to three wonderful grandchildren, which further enriches his life. Outside the office, Steve enjoys the outdoors, whether it's for leisure or embarking on new projects. He's a fan of college sports, enjoys an occasional round of golf, and cherishes every moment spent with his family.
