FortWainwright.net
Fort Wainwright, AK


  

  
Financial Planning

Kimberly Surber, CFP®  

Comprehensive Financial Planning

Our Full line of Investment and Insurance Products Include: 

  • Brokerage Accounts

  • Mutual Funds

  • Asset Management Accounts

  • Education Accounts:  Coverdell and 529 Plans

  • IRAs/Roth IRAs/TSA Plans/SEP Plans/Simple Plans/401(k) Plans/Pension & Profit Sharing Plans

  • Life Insurance

  • Fixed and Variable Annuities

  • Long-Term Care Insurance

  • Disability Income Insurance

If You Need Guidance with Saving and Investing, 
Please Call Me Today!

(907) 490-4892
Cell (907) 347-3860
FAX: (907) 490-2392

PO Box 55030
North Pole, AK  99705
Email: kim@kmsfinancial.net

Securities and advisory services are offered through The Strategic Financial Alliance, Inc. (SFA) Member NASD/SIPC.  Kimberly Surber, CFP® is a registered representative and investment advisor representative of SFA which is unaffiliated with KMS Financial Services.

 

 

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