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Agent Sponsor: Kimberly Reese
Grow Your Wealth.
Protect What Matters.
Pay Less in Taxes.
You've put in the work. Now it's time your money compounds with intention. I help high-performers design tax-smart, risk-aware, growth strategies so your wealth builds — and stays protected — while you stay focused on living at your highest level.
Multiply what you've already built.
You're making 6+ figures, saving, and investing — but is your money working as hard as you are?
  • Could it be growing faster without adding more stress or hours?
  • Are you paying taxes you don't actually need to be paying?
  • How do you protect and grow what you've built against market shocks or lawsuits?
  • Who's helping you think about legacy — not just lifestyle?
That's where I come in: strategic, transparent, tax-efficient planning designed to take you further.
Your Retirement Plan
Shouldn't Be Guesswork.
Most high-income earners are relying on outdated strategies that don't match their real goals or lifestyle. Let's get clear, take control, and make sure your future wealth is working harder than you ever have.
What I Help Clients With
401k & IRA Optimization
Make sure your retirement accounts are aligned with performance, tax exposure, and withdrawal strategy — not just accumulation.
Tax-Qualified Planning
Keep more of what you earn. Invest more of what you keep.
Legacy & Estate Planning
Create a clear, intentional plan for the future of your wealth — and your family's security — instead of leaving it to chance.
Debt Management Planning
Reduce or eliminate personal or business debt with structured payoff strategies that return cash flow back to you.
Life Insurance Planning
Protect income, grow assets, and secure loved ones using properly structured insurance — without product pushing.
Premium Finance Strategies
Use intelligent leverage to secure large life policies or asset protection solutions without liquidating the assets you've worked hard to accumulate.
Strategies sourced from leading financial and insurance institutions.
I'm Kimberly Reese
Your Personal Wealth Strategist
I partner with high-achieving professionals, entrepreneurs, and families to grow wealth with clarity, protect what matters most, and move forward with confident decisions — without the overwhelm.
My process is simple: educate first, design a custom strategy second, and walk you through execution step-by-step. No cookie-cutter advice. No pressure sales. Just the right plan, built around your life.
Because your money should deliver freedom, not stress.
Are you leaving money on the table?
In under 3 minutes, the Wealth Clarity Quiz shows you: where you're overspending in taxes, where you're exposed, and where small restructures could accelerate your net worth.
No cost. No spam. Just clarity.
Let's talk strategy.
Whether you have a specific goal right now or you just want to know if you're missing opportunities, let's talk. This free 60-minute session is for people who are serious about building, protecting, and keeping more of what they create.
Kimberly Reese — Personal Wealth Strategist
Clarity. Protection. Tax efficiency. A plan you actually understand.
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