CALL NOW! 936-866-0222
We cultivate conversations that inspire and empower financial futures.
Be Informed.
Choose the adviser who educates
Be Smart.
Execute the savings plan
Be Sure.
Enjoy the benefits
Who We Are, What We Do
Rock Solid Retirement is a firm based in Montgomery, Texas.
We provide education & financial risk management to pre-retirees and retirees. Unlike investing in mutual funds and the stock market, we offer clarity on how to position, protect and distribute your assets without losing principle at no out of pocket cost to you.
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20+ years in the industry makes Kym Harris a trusted resource providing financial literacy through workshops, seminars and private consultations. She is a sought after speaker fulfilling her vision by bringing clarity to complex situations by cultivating conversations that inspire and empower understanding of your financial future.
Kym Harris has been serving her community throughout the greater Houston metropolitan area since 2012. Her primary goal is the empowerment of others to navigate and prepare for each stage of life protecting the people they love and the assets they have diligently worked to accumulate.
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Through relationships built on a foundation of thought-provoking questions and strategic financial consultations. Kym helps solve the retirement puzzle like setting clear goals, assessing risks, understanding longevity and minimizing taxes
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Meet Kym Harris - Planning Specialist
Kym is a passionate problem solver who whose mission is to help her clients to…
“Give you tools to comprehend, identify, and organize a plan to follow so that you can be financially sound and confident.”
Why Plan Now?
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Planning for big goals like retirement can seem impossible sometimes
causing people to quit even before they start. Determining how much money you need to accumulate is daunting. Learn how to transfer risk and leverage debt to significantly help your future goals.
Have the peace of mind and confidence knowing that you will have the income you need to live the rest of your life.
JUST THINK:
What do you want your money to do for you now, while you are alive, and later, after you pass on?
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You are never too old or young to plan for your future!
Protect your standard of living in retirement, ensure your retirement income is sufficient income for your life, transfer risks and minimize taxes.
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Make Choices Now to Design How
You Live in Retirement
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I KNOW PEOPLE who live where they don't want to live with people they don't want to live with because they didn't have adequate insurance or assets... because they just didn't know their options.
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IMPORTANT QUESTIONS TO ASK YOURSELF:
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What would you do if you are injured in an accident and your income stopped?
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How much annual income would you need if you could no longer work?
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How much annual income would you like to provide for your spouse after you pass?
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Do you need to pay for children’s college education or fund a retirement plan?
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How would you handle working full time AND caring for a loved one?
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What would you do if you become primary care for an ailing family member?
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At what age do you want to retire?
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How many years will you live after age 65?
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Do you have a fear of running out of money as you age?
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How will you pay for healthcare in retirement?
OUR FOCUS
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PROTECTING YOUR STANDARD OF LIVING IN RETIREMENT
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ENSURING YOUR RETIREMENT INCOME LASTS TO THE END OF LIFE
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ASSESS AND TRANSFER RISK
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MINIMIZE TAX-LIABILITIES
OUR PROCESS
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SET CLEAR RETIREMENT GOALS – Determine your lifestyle and estimate expenses.
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ASSESS YOUR CURRENT FINANCIAL SITUATION – Determine your net worth. Identify potential income sources.
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PLAN FOR HEALTHCARE COSTS – Understand your options with Medicare, supplemental insurance and hybrid long-term care insurance.
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PLAN FOR LONGEVITY – Consider the costs and benefits of staying in your current home, downsizing, receiving home health care or relocating to an assisted living home .
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ESTATE PLANNING – Ensure you have a will and/or trust, a financial power of attorney and a medical power of attorney. Regularly update beneficiary designations.
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REGULARLY REVIEW AND ADJUST YOUR PLAN – Build a strong foundation that is reviewed annually accounting for major life changes.
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At Rock Solid Retirement, WE CAN HELP WITH ALL OF THIS for YOU and YOUR FAMILY.
Make the commitment to make a plan, set goals and update it yearly.
START WITH US TODAY!
Don’t let life events get in the way.
Who will inherit your money, the IRS or the people you choose?
Kym Harris in the Community
Education and Certifications
∙ Texas Life, Accident, Health & HMO Insurance License
∙ Oklahoma Life Insurance License
∙ Wealth Builders Real Estate Coaching
∙ NASA 6 & 63 Securities Licenses
∙ Expect the Unexpected in LTC CE
∙ Retirement Planning Options for All Ages CE
∙ Indexed Product Training CE
∙ Anti-Money Laundering CE
∙ Selling & Exchanging Annuities CE
∙ Best Interest Annuity CE
∙ Ethical Standards & Professional Conduct CE
Professional Experience & Recognition
∙ Woodforest Wealth Strategies & Insurance Partners
∙ Financial Independence Group
∙ Advanced Retirement Planning
∙ Brokers Alliance
∙ National Agents Alliance
Community Involvement and Support
∙ Lonestar Cowboy Church – Member
∙ Ladies Association of Walden – Member & Past Friends In Deed Chair
∙ “MCABW” Montgomery County Area Business Women – Member & Past Committee Chair
∙ Conroe/Lake Conroe Chamber - Member
∙ Montgomery Area Chamber of Commerce – Past Board Member & Economic Development Task Force
∙ Walden Follies – Singer, Past Board Member, President & Director
Financial Resources
CALL 936-866-0222 TO ORDER ANY OF THESE FREE FINANCIAL RESOURCES
CD Shopper's Guide |
Maximize Social Security Income |
Annuity Owner Mistakes |
Prosper and Thrive in Retirement |
Retire Smart |
Buy, Sell, Replace Life Insurance Policy? |
IRA Rollover Decisions |
6 Strategies to Help Retirees Reduce Taxes |
Avoid Mistakes in Buying LTC Insurance |
Testimonials
“Kym is an exceptional teacher. She really helped me understand the big picture and how to take away and make practical applications for today!”
Shannan Reid, Director of Montgomery Area Chamber
VISION
We cultivate conversations that inspire and empower understanding of your financial future.
MISSION
“Give you tools to comprehend, identify, and organize a plan to follow so that you can be financially sound and confident.”