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Kimberly D. Overman, CFP®

The Financial Well, Inc.

300 S Hyde Park Ave
Ste 210
Tampa, FL 33606-4125
Phone: (813) 229-2000
Fax: (813) 229-2005

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Disaster Recovery
  • Estate Planning
  • Investment Management
  • Government & Military
  • Getting Divorced
  • Employee Benefits
  • Getting Married
  • Mutual Funds
  • Real Estate
  • Insurance
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Succession Planning
  • Medical & Health Issues
  • Sudden Wealth
  • Nontraditional Households
  • Special Needs
  • Women's Finances

 

How Planner Charges

Considerations: Minimum quarterly retainer may apply