Kim Walters is a dedicated Licensed Agent at New York Life Insurance Company, where she leverages her extensive expertise to empower clients in navigating the often complex landscape of insurance and financial planning. With a strong focus on estate planning, legacy planning, and succession planning,...
Kim Walters is a dedicated Licensed Agent at New York Life Insurance Company, where she leverages her extensive expertise to empower clients in navigating the often complex landscape of insurance and financial planning. With a strong focus on estate planning, legacy planning, and succession planning, Kim is committed to helping individuals and families create robust strategies that ensure their financial security and peace of mind.
At McKown Insurance and Financial Services, Kim plays a pivotal role in simplifying the financial journey for her clients. She understands that each client's needs are unique, and she tailors her approach to provide personalized solutions that encompass life insurance strategies, long-term care insurance, and employee benefits. Her proficiency in multi-generational wealth transfer and business insurance planning allows her to address the intricate needs of families and business owners alike, ensuring that their legacies are preserved and passed down effectively.
Currently, Kim is spearheading key projects that focus on lifetime income strategies and grandchild gifting, helping clients to not only secure their financial future but also to create meaningful opportunities for the next generation. Her passion for financial literacy and her commitment to client education empower those she works with to make informed decisions about their financial health. With Kim Walters as your guide, navigating the world of insurance and financial planning becomes a clear and manageable path toward achieving your goals.
