Kimberly Roe, CFP

All the best in 2025!

Happy Holidays from everyone at the OVCLT

Thank you to all who serve. Never forgotten.

Have a safe and happy Halloween!

This is a real comparison from a recent client. How much could you. be saving monthly?

Did you know that owning your own life insurance is more beneficial than mortgage insurance?

Life insurance is less expensive, the balance doesn't decline and is underwritten upfront which means you actually qualified for the coverage. Mortgage life insurance is not qualified unless/until you go to make a claim. It also only pays off the balance of your mortgage but the premium stays the same.

It's worth getting a quote to compare!

Why is life insurance the foundation of all financial plans?

Because it doesn't mater how great your debt repayment plan is, or how thorough your retirement savings plan is if you aren't here to see it through.

April is financial literacy month!

My top tip to ensure a health financial future is to work with a Certified Financial Planner. CFP'S are internationally recognized and are fiduciaries which means they have a duty to act in your best interest. CFP's have reached a high level of financial education in all areas including taxes, estate planning and financial strategies.

It's important to work with someone you can trust who is looking out for you!

Happy Easter everyone!