Strategic Planning and Insurance Advisors

We have had the pleasure of working with Kim M for the last few years. And she has been nothing but more than great with always being so helpful and attentive of our needs for our vehicles & she always makes sure we have the best and most affordable rates!! We’d definitely and so recommend her to every and anyone that’s asks us about insurance !! You’ll never be disappointed

Kim from Strategic Planning and Insurance is simply awesome. She got me great rates on my home and auto policy, but more importantly she is only a phone call away anytime I need her. ( Answered my call on a Saturday so I could purchase insurance for a car I had just bought )

Kim is an exceptional insurance agent. She pays great attention to details, takes the time to go thru all of her insurance products and guides her clients to make an informed decision. She even provides a road map to further optimize your insurance options. We have been thoroughly pleased with her service and would recommend her to anyone looking for a competent insurance agent.

Scott & Kim were very helpful in getting us quotes for home and auto insurance that allowed me to save money and increase my coverages from my prior carriers. They also assisted in canceling the old policies when it was appropriate to do so. All in all, I left with a better policy (more coverage, lower deductible) at a lower price. Our savings was about 22%, happy with that.

Kim is a very friendly and always gives the right advise and best quotes. I had a very wonderful experience of getting the insurance through her with all the guidances, which would have been difficult with someone else. I was recommended working with Kim by a friend, who gets insurance through her since last 10 years and accordingly I also chose to go with her.