Let's Build Your Financial Strategy
Guidance at the intersection of life and wealth.
The Sky's The Limit
Make your dreams a reality with a financial plan
Expert Retirement Advice
Our knowledgeable and experienced agents are always looking ahead.
Girls Going Places
During the conference, students will meet with prominent women business owners and business professionals who will act as Conference Mentors.
Our financial professionals will work closely with you to develop a strategy that helps give you financial confidence. We have your back.
Our conference objective is to teach young girls how to take control of their financial futures through entrepreneurship.
We work with integrity and trust for you, not for Wall Street. Your success is our success and we'll work with you at every step.
Our team of experienced financial professionals will work with you to delve deep into your financial history and your future goals. From there, we'll create a few custom plans to get you started, and we'll guide you each and every step of the way.
During the conference, students met with prominent women business owners and business professionals who acted as Conference Mentors for the day. These women led the students through a series of interactive activities and discussions centered on starting and running a business. This included facilitating small roundtable group discussions, answering questions, and sharing information about their challenges and successes in running a business or working in the business world.
A little bit about me outside of being the Director of Girls Going Places. My name is Lynne Kimmich.
As a trusted Financial Representative, my purpose and drive is clear: to provide women with the financial guidance and strategies to live a life of abundance. My overarching mission is to not only empower young girls and women with financial independence but to ensure they have a true foundation of financial literacy. While I thrive in a variety of financial disciplines, I focus my knowledge on helping women plan for their own financial longevity and enjoy their retirement with confidence.
A 18-year veteran of the financial services industry, I specialize in assisting my clients’ wealth accumulation, minimizing levels of risk, defending against financial hazards, and enhancing their net retirement income. As an entrepreneur at heart, I have dedicated my career to helping people develop and discover their financial acumen and independence. I truly enjoy working with clients to reveal hidden threats and capitalize on new opportunities that protect and grow wealth.
Today, I am the director of Girls Going Places Fort Myers*, which focuses on enterprising and community-minded women between 12-18 years of age. I discovered my passion for helping clients become more informed and empowered investors. Working from that foundation, I have expanded my outreach and continue to educate women of all ages.
In addition to Girls Going Places, I am closely involved with, Blessings in a Backpack of Southwest Florida and the Small Business Development Center at Florida Gulf Coast University. I have received a number of awards for my volunteer work, financial guidance, and dedication to causes and communities across the county.
I live in Fort Myers with my amazing husband, Michael, with a combined total of eight children and eleven grandchildren. Outside of the office, I enjoy gourmet cooking and spending time with my fast-growing family.
Awards & Recognitions:
Volunteer of the Year (2015), Florida Gulf Coast University SBDC
Volunteer of the Year (2015), The State of Florida Small Business Development
Recognized in The Guardian Hero Program, 2011 & 2012
Advocate of the Year (2014), Make A Wish Foundation South West Florida
4-time qualifier of Guardian Leaders Club (which recognizes the highest standards of advisory performance and service to clients, the company, the community, and the financial services industry as a whole)
Registered Representative of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
*Guardian and its subsidiaries do not endorse or have any direct or indirect responsibility with respect to this activity.
I am inspired to help people design the financial aspects of their lives, allowing them to pursue their lifetime goals. I educate clients through the accumulation phase as they work and build up assets, then I walk them through the distribution phase once they retire.Prior to entering the financial services industry, I had spent 16 years in the lighting industry managing multi-million-dollar projects that encompassed specification, design, and manufacturing to help people with their lighting needs. I am well accustomed to the complexities of patiently executing details with care and compassion.I like to take a long view in many ways—preferring to gather information through listening and observation before responding, taking my cue from Stephen Covey by seeking to understand before asking to be understood. I also enjoy spending time outdoors by going camping and canoeing. I have also accumulated flying time to work towards my private pilot’s license as I enjoy gaining perspective by seeing the world from up above.After spending most of my life in Kansas City, and my early years in St. Louis, Fort Myers is now my home, where I live with my wife, Lynne. Passionate about supporting children’s charities, I dedicate time and effort to supporting Blessings in a Backpack.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
The novel coronavirus (COVID-19)’s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. The Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.