Beverly Kimball - Financial Advisor

Beverly Kimball - Financial Advisor

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06/13/2024

The College Transition...Evokes Excitement and Trepidation all at once.

Going off to college takes a lot of thought and planning.

From what is your student interested in for a field of study and how will that set them up for a great career opportunity once they graduate, to what is the best school and how much is that going to cost?

There are ways you can save on the college experience by starting early in the process. There are also ways to get the best advantage on tax savings for you. Worried about how to continue to save for retirement while supporting a child in their college endeavor? You've got options.

If planned for early, you have a lot more options. If up to the wire on getting things done, planning can help you see what options are out there and help you navigate them with confidence.

Want to talk? Give me a call. I'd love to see what the future holds for your young adult.

05/28/2024

Confidence comes in different ways to all of us.

We are so proud of our son. He has achieved his first graduation night of his senior year, learned some great skills and enjoyed the work while doing it.

All that said, what will stick with me was when he said how he felt when his teacher asked him to come back in the future to talk to new students about how this course gave him an added boost to get into his college of choice.

He realized that talking in front of a group of people about a topic that you and the group care about, makes it a lot easier, and that boosts your confidence. Not normally one to step in front of a room to speak, he is excited for that opportunity.

We are so proud of him and we can't wait to see where his life goes from here! Way to go!

04/24/2024

So Happy to be a sponsor this year for the WCEL Gala. The Whatcom Center for Early Learning helps the youngest members of our community and their families get off to a great start in life. If you are free, come and support them at the Gala this year!

We are excited to announce Consilium Financial as the "Champagne Sponsor" for our 2024 Roaring 20s Gala! Consilium Financial is a local team of financial advisors in Whatcom County. They offer services such as investment management, goals based financial planning, and business retirement planning.

We can't wait to celebrate with you on June 1st!

Find out more about how they empower you to confidently make financial decisions, based on your values, so you can boldly pursue your financial goals on their website: https://consilium-financial.com

Want your business to be the top-listed Finance Company in Bellingham?
Click here to claim your Sponsored Listing.

Telephone

Address


909 Squalicum Way #110
Bellingham, WA
98225