Sarah C.
Consultant at KBM Consulting, LLC | Tax Planning | Life Insurance | Portfolio Management
- Role
- Consultant at KBM Consulting, LLC
- Location
- New Fairfield, CT, US
- LinkedIn followers
- 500 followers
About Sarah C.
KBM Consulting, LLC provides innovative financial solutions in the areas of wealth transfer planning, estate planning, business succession planning, insurance planning, and executive benefits.At KBM Consulting, we take pride in staying abreast of the current tax law changes. We have an array of resources and membership organizations to select from to stay informed.KBM Consulting identified a need where they could add value and provide a superior level of expertise. Comprehensive service capabilities, extensive product knowledge, and customized tax planning recommendations are our fundamental focus. Our goal is to build long-term relationships with companies and serve as an advisor on their team. We operate as an independent financial resource to companies and their clientele. We also serve professionals in the legal, accounting, investment, and banking industries that require a higher level of service and technical expertise.KBM’s reputation is built on the trust and confidence we earn from our clients. Hiring KBM Consulting is a cost effective alternative to hiring staff or a new employee. We customize scope of services, time lines, and our interface with your team to help you achieve your goals.Specialties: • Fiduciary & Regulatory Compliant Life Insurance Review• Trust Owned Life Insurance (TOLI)• 1035 Exchange• Life Insurance Tax and Suitability• Life Insurance Planning• Estate Planning • Irrevocable Life Insurance Trusts (ILIT)• Tax Research • Tax Consulting• Case Design• Business Succession Planning• Financial Analysis • Financial Consulting & Modeling• Executive Benefits• Sales Presentations
Experience
Consultant
Oct 2023 — Present · New Fairfield, CT, US
KBM Consulting (KBM) is a national independent consulting and insurance advisory firm dedicated to helping financial service companies and professionals in the legal, accounting, investment, and banking industries requiring a higher level of service and technical expertise. Collaborative in nature, KBM Consulting works as an extension of your team to help achieve your client\'s goals and objectives. The firm advises clients in every aspect of planning and the design of life insurance wealth strategies. Our services include comprehensive financial, business, estate, tax, retirement and executive benefit planning.
Education
University of Massachusetts Amherst
Bachelor of Fine Arts - BFA, Graphic Design
1998 — 2002
University of Messina, Sicily
Bachelor of Fine Arts - BFA, Study Abroad
2001 — 2001
The American College of Financial Services
Chartered Life Underwriter Designation
2015 — 2017
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.