Find the Certified Financial Planner™
Who's right for you.

Kim Nourie, CPA, CFP®

Business Financial Group

400 N Loop 1604E
Suite 110
San Antonio, TX 78232
Phone: (210) 495-8474

Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Career Change
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Getting Divorced
  • Getting Married
  • Mutual Funds
  • Insurance
  • Retirement
  • Life Planning
  • Long-term Care
  • Starting a Family
  • Succession Planning
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

Considerations: Securities & advice through Commonwealth Finl Netwrk, Memb FINRA.org/SIPC.org.Fixed insurance products & svcs by Business Financial Group. For residents of CA CO PA TX only due to state regulations/registration requirements for investment products & svcs.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.