Educationally Based Estate Planning Services

Educationally Based Estate Planning Services

Educationally Based Estate Planning ServicesEducationally Based Estate Planning Services

About Us

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Kim Dannettell - Certified Citadel Estate Planner & Insurance Professional

Estate Planning Representative and Insurance Professional, Kim Dannettell is passionate about helping individuals and families properly protect and prepare to transfer their hard-earned money and assets to their heirs and loved ones in an intentional and efficient manner. 


She is committed to educating her clients and helping them navigate through the decisions that need to be made so their desires and wishes can properly be honored. She is also an insurance professional and has been licensed since 1988. 


Kim’s collaborative approach and sincere desire to help others has allowed her to help hundreds of clients protect their assets through insurance and financial services and the creating of their estate plans. 


She also  oversees and manages other Certified Citadel Estate Planners to assist with her accounts and clients.


Contact us to learn more.