Resources

Referrals to Estate Tax Attorneys

Please contact us for a list of Estate Tax Attorneys to which we refer.

Frequently Asked Questions

Why should I work with you?


The team at Kimball Financial is experienced, established, certified, ethical and most likely you were referred to us by someone who cares about you.




How much time is this going to take?


Timing depends on your specific situation and time needs. The first meeting usually takes about one hour. Afterwards, there are several meetings in the first year and at least one meeting a year after that for review.




What are the long-term expectations of working with you?


For the duration of your work with us, you can expect yearly monitoring and review of the initial plan, re-working the plan as life changes, and availability as needed.




How do you get paid?


Clients can pay an hourly, flat fee, asset under management, or commissions. We will structure it in a way that it works for you.




What sort of information do I need to collect?


Please see our Documents List (linked above) for a full list of all the necessarily documents.




How soon should I get started?


Yesterday! It is never too early to get started, so please feel free to contact us. In the meantime, you can also check out our free resources on budgeting, etc.





Securities and Advisory services offered through GWN Securities, Inc. Member FINRA/SIPC. 11440 N Jog Road, Palm Beach Gardens, FL 33418. (561)472-2700. Kimball Financial and GWN Securities, Inc. are non-affiliated companies.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

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