About Kym Harris

With over 30 years in the financial services industry, Kym Harris doesn't just look at spreadsheets; she looks at legacies. Since 2012, she helped individuals navigate the "retirement puzzle" with a foundation built on Biblical financial standards. Kym stives to use natural solutions to enhance the peace of mind that Jesus Christ provided and bring clarity in the middle of the aging storm.

 

A Journey of Faith and Expertise

Kym’s approach is shaped by a lifetime of spiritual and professional growth. A 2002 graduate of Rhema Bible Training College and a long-time student of Andrew Wommack Ministries, Kym brings a perspective of faith and stewardship to every consultation. Since 2019, she has been a dedicated student of Billy and Becky Epperhart founders of Wealth Builders, completing their intensive Real Estate Coaching in 2022. She brings a unique perspective to retirement: one based on stewardship rather than just savings. Today, she is an active member of Lone Star Cowboy Church in Montgomery, TX, where she stays rooted in the community she serves.

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My Professional Promise: People First, Always

Kym believes that financial planning is a ministry of stewardship. She provides "out-of-the-box" income strategies for costs Medicare won't cover.

"My goal has always been to bring clarity to the retirement puzzle," says Harris. "Sometimes that means finding a new strategy; other times, it means telling a family they are already in a great spot and shouldn't change a thing. In our office, the person always comes before the policy."

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Institutional Strength, Personal Service

To ensure her clients receive world-class solutions, Kym partners with Financial Independence Group (FIG), a premier national FMO, and utilizes preferred providers like OneAmerica—a leader in asset-based Long-Term Care. Kym maintains a strict standard of excellence, only writing policies for A-rated carriers.

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A-Rated Strength You Can Trust

Kym exclusively writes business with companies that share her standard of excellence and stability, including:
 

· Long-Term Care Specialist: OneAmerica, Nationwide

· Industry Leaders: Mutual of Omaha (United of Omaha/United World), North American, and Principal.

· Strategic Income Partners: Fidelity & Guaranty (F&G), Global Atlantic, Oceanview Life and Annuity.

· Protection Specialists: Protective, Banner, Clear Spring, and Delaware Life.

Whether you are in Texas or across the country, I leverage these partnerships to find the exact "puzzle piece" that fits your family’s unique needs.

Solving the Retirement Puzzle

As the "Silver Tsunami" approaches, Kym specializes in the critical life events that many overlook:

· The Caregiving Crisis: Preparing for the emotional and financial toll of aging.

· Longevity Planning: Creating income strategies for costs Medicare will not cover.

· Asset Protection: Safeguarding what you’ve worked a lifetime to build.

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Engaging Storyteller: A sought-after speaker known for "cultivating conversations" rather than just giving lectures. Kym is is a licensed professional with the Texas Department of Insurance, as well as being licensed in multiple states to serve families across the country. She is a trusted resource known for bringing clarity to complex situations. Her mission is simple: to give you the tools to be financially sound, confident, and prepared for whatever the future holds.

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