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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.

Skills

  • tax advisor, business advisor, tax -free retirement specialist, 1031 exchange, 401K rollovers

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

Languages

  • Croatian