We are a comprehensive, independent financial planning and investment firm with 20+ years of industry experience, helping clients achieve their goals and dreams. Our holistic planning approach is always focused on what is most important to our clients.
Our Services include:
- Retirement and Income Planning
- Investment Solutions
- Estate Planning
- Alternative Investments
- Life/Long-Term Care Insurance
Additionally, Kim Doleman is an enlisted US Army Veteran and a practicing Registered Nurse. Kim has found a niche within her business model helping veterans and the physicians and nurses who care for others. By developing custom lifetime financial plans with investment solutions, Kim gets to serve and give back to those who help humanity.
Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Investment Advisory Services offered through Portside Wealth Group, LLC (PWG), an SEC-registered investment advisor. Fixed Insurance Business offered through Doleman Wealth Insurance Services, General Agency, CA License #6005590.
All named entities are independent of each other.