Edward Jones - Financial Advisor: Kim J Stevenson, CFP®|ChFC®|CLU®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Kim J Stevenson is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®) based in Indianapolis, Indiana. She provides financial planning and investment guidance to clients, focusing on retirement preparation, education savings, and tax-efficient investment strategies. As part of Edward Jones, Kim emphasizes the importance of face-to-face conversations to understand her clients' unique financial goals. Her practice is dedicated to helping individuals and families navigate their financial journeys effectively.

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