About Us

With over two decades of experience in retirement strategy, Kim Rawlings is a dedicated advocate for tax-efficient safe money wealth preservation. Since 2005, Kim has specialized in designing advanced Tax-Free Retirement plans that outperform conventional 401(k) and IRA plans and protecting hard-earned retirement savings from stock market losses.

Kim’s expertise bridges the gap between accumulation and protection. He masterfully guides clients through 401(k), 403(b), and TSP rollovers into Fixed-Indexed Annuities—capturing market-linked growth while eliminating the risk of principal loss. Kim’s approach combines the security of Fixed-Indexed Annuities with the potential for double-digit growth, ensuring your savings are shielded from market volatility

Professional Designations & Expertise:

Certified Financial Fiduciary (CFF®): Committed to the highest standard of ethical financial care to prioritize client interests above all else.
Certified Annuity Advisor (CAA): Unparalleled expertise in safe money lifetijme income and growth annuity solutions
Federal Retirement Consultant (FRC): Expert guidance for federal employees and TSP management.
National Social Security Advisor (NSSA®): Strategist for maximizing lifetime Social Security benefits.
RICP® (Candidate): Professional accreditation in sustainable retirement income streams.

Outside the office, Kim is a lifelong adventurer—you’ll likely find him skiing, scuba diving, houseboating on Lake Powell, or playing guitar with The FUNdeMENTALs. Kim brings the same energy and precision to his personal life as he does to his financial practice.