About Kim Haddy
Planning for tomorrow, today.
Your wealth is just the beginning – it’s a way to achieve more, give more, and experience more. With decades of experience in the Investment Industry, having been part of a full market cycle, whatever your goals, we take the time to understand what you want to accomplish with your wealth.
There are various methods of passing assets to charities either before or at death, commonly referred to as “planned giving.” Some of these methods can yield tax savings for the individual today while providing a long-term benefit to the charity. Let us help you explore those options.