
Kimberly Devine
Joseph Hopkins & Associates Estate & Retirement Planning is a full service financial advisory firm in Houston, Texas.... | Tomball, Texas, United States
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Kimberly Devine’s Emails ki****@jh****.com
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Kimberly Devine’s Location Tomball, Texas, United States
Kimberly Devine’s Expertise Joseph Hopkins & Associates Estate & Retirement Planning is a full service financial advisory firm in Houston, Texas. Having served families for over 30 years, Joseph has the unique ability to custom design portfolios offering a sophisticated investment approach with the ability to add value in both prosperous and volatile markets. Joseph specializes in personal wealth management with a focus on 401K rollovers, self-directed IRAs, Roth IRAs and pension plans. He will assist you in managing your finances throughout your retirement life by integrating all areas of tax, gift trusts, estate and financial analysis, creating your very own "Investment Policy Statement." He shows you how to create and grow wealth and preserve and protect your life savings. As well as, assist in the distribution of your life savings in the most tax advantageous manner while living and at death. Specialties: •Investment Policy Statement (IPS) •Retirement Portfolio Tax Management •Retirement Income Management •Frequent Strategic Management •Estate Distribution Planning •Legacy Planning
Kimberly Devine’s Current Industry Knowsys Test Prep
Kimberly
Devine’s Prior Industry
Joseph Hopkins And Associates
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Knowsys Test Prep
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Work Experience

Knowsys Test Prep
SAT Prep Instructor
Sun Mar 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Joseph Hopkins And Associates
Marketing Director, Joseph Hopkins & Associates
Tue Apr 01 1980 00:00:00 GMT+0000 (Coordinated Universal Time) — Present