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Kim Crisler
Business Name:
Wealthbuilder powered by Experior Financial Group
Business Description:
Kim Crisler is a proactive financial specialist with extensive expertise in real estate, insurance, and tax planning. With a strong emphasis on future legacy planning, she is dedicated to helping professionals and business owners implement effective strategies for legal, moral, and ethical tax savings while safeguarding the wealth they have diligently built. Kim’s approach blends deep industry knowledge with a commitment to her clients’ best interests. She creates tailored financial strategies that protect assets and ensure long-term sustainability, allowing clients to focus on their business successes without the burden of unnecessary tax liabilities. Throughout her career, Kim has established herself as a trusted advisor, guiding clients through the complexities of financial planning with integrity and care. Her proactive methods and personalized service empower clients to secure their legacies for future generations, enabling them to thrive both now and in the years to come.
How Business Creates Value:
My business creates value with Experior Financial Group by acting as a trusted tax and business advisor who prioritizes education, transparency, and strategy before implementation. I work with clients to clearly understand their financial picture, risks, and goals, then leverage Experior’s broad platform, compliance-driven structure, and diverse solutions to design customized protection and planning strategies. This client-first approach ensures recommendations are aligned with real needs and creates long-term trust, not transactional relationships. Beyond implementation, I add value through ongoing relationship management, education, and ethical leadership. By focusing on foundational protection—such as life insurance with living benefits, income protection, and long-term planning—I help clients build confidence and stability over time. At the same time, I contribute to Experior Financial Group by representing the brand with integrity, fostering sustainable growth, and elevating the standard of service within the organization.
How Member Creates Value:
Kim Crisler creates value for her clients by providing clear, personalized guidance that helps them protect their income, secure their financial future, and make confident decisions. Through education-first planning and tailored strategies, she ensures clients understand their options and are positioned for long-term stability rather than short-term fixes. By focusing on foundational protection, living benefits, and legacy planning, Kim helps families safeguard what they’ve built and pass it on with intention. Her approach is rooted in trust, transparency, and long-term relationships—so clients feel supported not just today, but for generations to come.

WHAT I DO

I help individuals and families protect their income, plan for the unexpected, and build a secure financial future. Through clear guidance and customized strategies, I make complex financial decisions simple and help clients create lasting peace of mind and a meaningful legacy for their loved ones.

WHY I DO IT

I do this work because I believe everyone deserves financial security, clarity, and peace of mind. I’m passionate about helping individuals and families protect what they’ve built, create a lasting legacy, and save money on taxes legally, morally, and ethically—so they can keep more of what they earn and pass it on with confidence.

Skills

  • Certified Tax and Business Advisor, Tax -free retirement specialist, 1031 exchange, 401K rollovers
  • College savings specialist, living benefits, exit strategy, business exit strategy, wealth builder, asset protection, avoiding probate, living wills, trusts
  • Leveraging life insurance with living benefits to protect a family's heritage while providing an inheritance
  • Life Insurance, Disability Insurance, Long Term Care protecting what matters most
  • Legal, moral and ethical tax reduction
  • Annuities
  • 401K, 403b and pension and retirement plans

Credentials

  • TEAM Member since 2025
  • CA Life, Health and Accident Insurance License
  • TX Life, Health and Accident Insurance License
  • MI Life, Health and Accident Insurance License
  • OH Life Health and Accident Insurance License
  • CTBA, Certified Tax and Business Advisor
  • College Savings Advisor

Interests

  • spending time with my family, cooking, gardening, serving my community, traveling

Languages

  • Croatian
  • English