Kymberly Read, Financial Broker
Vision. Value. Vigilance.
A Watchful Partner in Your Family's Legacy
The Expert
Financial Analysis
Your numbers tell a story.
We help you make it a legacy.
The Expert Financial Analysis is a no-cost, pressure-free consultation designed to give you a clear, confidential snapshot of your current financial position and uncover the smartest next steps based on where you want to go.We look at the full picture:
✅ Your income and protection gaps
✅ Debt load and payoff strategies
✅ Retirement trajectory
✅ Tax exposure and hidden inefficiencies
✅ Legacy and asset preservation goalsThis isn’t a sales pitch. It’s a strategy session - built to reveal how money is flowing in your life and where it might be leaking, stalling, or underperforming. Whether you’re just getting started, rebuilding, or ready to optimize, we meet you where you are and build from there.We’re not here to impress you with jargon.
We’re here to impress you with insight, options, and clarity - so you can take control of your finances like the CEO of your life.
Licensed in Life, Supplemental Health, Annuities
What Does a License in Life, Supplemental Health, and Annuities Really Mean for You?When you're working with a licensed financial professional in Life Insurance, Supplemental Health, and Annuities, you're not just buying a policy - you're building a strategy. These three core areas of finance are designed to protect, provide, and grow your money at every stage of life.✅ Life Insurance helps ensure your loved ones don’t suffer financially if something happens to you. Whether it’s whole life or term coverage, the goal is simple: protect your income, pay off debts, and leave behind a legacy - not a burden.✅ Supplemental Health Coverage fills the gaps that regular health insurance often misses - things like lost income during recovery, hospital stays, critical illnesses, and even accidental injuries. These benefits put cash in your hand when you need it most, giving you real freedom during life's unexpected moments.✅ Annuities are your personal pension plan. These financial tools can create guaranteed income for life, help grow your retirement savings tax-deferred, and reduce risk as you get older. Think of them as a way to turn your hard work into a lasting reward.Together, these licensed areas give you access to a powerful blend of protection and performance - with real strategies tailored for middle-class and upper-middle-class families, entrepreneurs, and hard-working professionals looking to build wealth on their own terms.If you’ve ever thought, “There’s got to be a smarter way to do this,” you’re right.
This is the smarter way.
About Kymberly
Financial Crusader
On a mission to provide Education Based Solutions to CT, MO, MI, SC, TX
From Shifts to Strategy: My StoryMy name is Kymberly Read, and for over 25 years, I lived the grind of the service industry. Bartending double shifts. Managing chaotic nights. Watching coworkers, people I loved like family, burn out trying to stay afloat.
I’ve been the one with sore feet and empty pockets, doing what it took to survive, not necessarily thrive.I used to believe financial security was for “other people.” The ones with desk jobs. Inheritance. Perfect credit. But then I realized something:It’s not broken - it’s working exactly as designedAnd I was done playing by rules that kept people like me (and the people I served beside) in survival mode.That’s when everything changed.I stepped into financial services not as a salesperson, but as an advocate. I became licensed in Life Insurance, Supplemental Health, and Annuities because I saw firsthand how little protection working families actually had. I wanted to be the one who showed up differently.Today, I work with restaurant teams, entrepreneurs, caregivers, parents, and everyday professionals who are done being underserved. I help them build real strategies to protect their income, grow wealth, and sleep at night knowing they’re finally ahead of the curve - not behind it.This isn’t about selling policies. It’s about restoring power. Rewiring mindsets. And making sure no one has to face loss, illness, or retirement with empty hands and no options.If you’ve ever thought, “I should be further ahead by now”, you’re not alone. I’ve been there. But I also know it’s never too late to build something better. Let’s do that. Together.
Join My Team
I train others to do what I do!
I Don’t Just Help Clients Build —
I Help Agents Build.What I do isn’t just for me. I train other driven, service-minded individuals to do exactly what I do — using a simple, repeatable system designed for real-life people with real ambition.Whether you’re brand new or already licensed, I help you plug into a blueprint that works:
✔️ Step-by-step mentorship
✔️ Proven tools that remove the guesswork
✔️ Guidance on how to attract, educate, and serve clients with confidence
✔️ A focus on protection-first strategies—never pressure or hypeThis isn’t multi-level fluff or endless cold calls. It’s a clean, duplicatable model built on ethics, education, and empowerment.I show agents how to work smarter—not just harder—and create income, impact, and independence doing work that actually matters. We walk the same path, just with better lighting.If you’ve ever said, “I know I’m meant for more, I just don’t know where to start,” this is your starting line. And I’ll walk with you every step of the way.