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Brent Kimbel

The mission of our financial planning practice is to help clients create and preserve wealth. We do this by using our skills, knowledge and experience to provide prudent investment advice and financial planning solutions which adjust with your life changes. We believe: 1. Goals are important 2. A flexible plan is essential for success 3. Your wealth must be properly allocated 4. Protection of your assets is necessary 5. Legal documents must be kept current 6. Regular reviews and revisions are critical 7. Relationships are built over time Our Approach: Our approach is simple –we want to really get to know you. We want to be able to fully understand your personal financial situation and goals. By taking time to listen attentively, we can help develop a solution focused on letting you enjoy your hard-earned wealth to the fullest.We are well equipped to serve the needs of the hard working men and women of Madison, Wisconsin who make their careers in the public service sector. We understand your benefits inside and out. Our strategy is to leverage those benefits to the fullest extent possible. AREAS OF FOCUS: Family Finances Saving for Education Retirement Plan Distributions Women's Financial Strategies Small Business Retirement Planning Strategies Retirement Income Strategies Tax Planning Strategies Wealth Preservation Strategies Estate Planning Strategies QUALIFICATIONS: CFP CERTIFIED FINANCIAL PLANNER practioner ChFC Chartered Financial Consultant CLU Chartered Life Underwriter AWARDS & RECOGNITION: Ameriprise Circle of Success, 2004-2013 EDUCATION: University of Wisconsin - Madison 1995 - Personal Finance PROFESSIONAL ASSOCIATIONS: Certified Financial Planner Board of Standards, Inc. Financial Planning Association COMMUNITY PARTICIPATION: UW - Madison, 403(b) Liason Wisconsin Public Radio Sponsor Susan G. Komen Race for the Cure Red Cross Boy Scout Troop Leader Life time member of the Willy Street Coop, Madison, WI INTERESTS: I have two very active boys, David (13) and Alex (10) I enjoy touring the bike trails around Madison, WI I enjoy compteting in triathlons I completed the Ironman race in 2008