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What will you do when your money works for you? | Call 1-800-584-3652 | Account

At TechGirl Financial™ we value education and as an extension of this value, offer the following guides and resources for you to download and share.

Downloadable Resources

What Should I Do With My Old 401(k) or Employer Plan?

"You have to make a critical decision… because if you make a mistake… you could inadvertently end up with a surprise tax bill and lose the power of tax-deferred growth… After you're done reading this guide, you'll decide which of these 5 strategies makes the most sense for your old retirement plan and how you can take the first steps that are right for you."

What Should I Do With My Old 401(k) or Employer Plan?


3 Fundamental "Money Moves" to Make Before Turning 45

This FREE5-minute guide will show you 3 simple "money moves" that could help you accumulate wealth throughout your career, no matter if you earn $55,000 or $250,000+/year… and you can start right now!

3 "Money Moves" Guide


FREE Life Insurance Review

6 Questions That Show Your Life Insurance Policy Could Use a Second Look

Check out the 6 Questions on Your Life Insurance Policy


Unlock Your "Money Blocks" Free Guide

FREE Financial Empowerment Guide Exclusively for Women. Learn how women can break through these 5 barriers to experience financial empowerment.

5 "Money Blocks" Guide


Investment Portfolios Facing Volatile Markets?

What Should You Do When Your Investments Are Head-To-Head With Volatile Markets? Use this simple flowchart to help you determine what (if anything) you should do that may help protect your investment health. Download your FREE copy now.

Investment Portfolio Flowchart


The 3 Pillars of Successful Retirement Plans

This is a "Must Read" for anyone planning to retire within 5 Years. Download a simple checklist to kick-start your new work-free life.

Free Retirement Checklist

Lean In To Retirement

Check out TechGirl Financial's Article Series on how to "Lean In To Retirement".

About the Founder

Kim will put you at ease with your financial planning and help you to create a clear picture of your financial future!

Check the background of this investment professional on FINRA's BrokerCheck

Contact Us

Northern California
111 N. Market Street, Suite 300
San Jose, CA 95113
Toll-Free:  800-584-3652
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Disclosure

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisors Services through Cambridge Investment Research Advisors, a Registered Investment Advisor.

Tech Girl Financial is not affiliated with Cambridge. Check the background of this investment professional on FINRA's BrokerCheck.
This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, ID, IL, IN, KY, MI, MT, NC, NH, NJ, NV, OR, SC, SD, VA, WI. No offers may be made or accepted from any resident outside the specific states referenced.

© 2018 Tech Girl Financial, All Rights Reserved

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