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Stewards of the Smartest Insurance & Financial Strategies

Shrewd advice and decades of experience are just the beginning.

Your Goals, Our Strategies

Discover an array of services for all of your insurance & financial needs.

  • Employee Benefits

    Health insurance, Life insurance, Dental insurance, Vision insurance, Retirement benefits or accounts, Long term disability insurance, Short term disability insurance, Virtual Medicine, Legal Insurance, Tuition reimbursement, Gym memberships or discounts, Wellness programs, Voluntary Benefits, 401k, Group Medicare Plans.

  • IRA Exit Strategies

    Do you have an IRA that you must (eventually) take Required Minimum Distributions from but you don’t need or want the income? Let our Strategists show you your options.

  • Life Insurance

    Life can move pretty fast sometimes. Having life insurance can ensure you and your loved ones remain protected even during life’s unexpected events.

  • Long Term Care Planning

    Traditional long term care planning has come a long way. There are ways to protect this potential catastrophic event from impacting your financial well-being without paying insurance premiums.

  • 401K

    Looking to start a 401k for your business? Unhappy with your current fees and administration charges? Do you have a 401k from a previous employer that you don’t know what to do with? If you answered “yes” to any of those statements, you need to speak to a KMSFG strategist today.

Meet Our Strategists

Put a century of combined experience to work for you.

Helpful Content

Curated articles, videos, and more for a more insurance savvy you.

About Us

We are an independent Insurance Brokerage & Financial Firm dedicated to assisting clients with their most significant planning needs. We offer a variety of insurance & financial products paired with unbiased expertise and recommendations. As an independent firm we have the ability to truly act on behalf of our clients in choosing the best available products to meet your objectives. Our goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing that we have helped business owners, young professionals, growing families and retirees alike

Connect With Us
Deidra Young

Deidra Young

Employee Benefits Strategist

904-616-0095

(800) 467-1062

Dru  Bailey

Dru Bailey

Insurance & Retirement Strategist

(904) 772-5550

(800) 467-1062

John  Herrera

John Herrera

Employee Benefits Strategist

904-962-4625

(800) 467-1062

Justin Steffens

Justin Steffens

Associate Insurance Strategist

904-657-6575

(800) 467-1062

Kumi Royal

Kumi Royal

Employee Benefits Strategist

904-580-7905

(800) 467-1062

Leslie  Graves

Leslie Graves

Financial & Insurance Strategist

(904) 5362707

(800) 467-1062

Marcia  Harris

Marcia Harris

Client Experience Specialist

(904) 955-0958

(800) 467-1062

Michael  McDonald

Michael McDonald

Insurance & Employee Benefits Strategist

(904) 614-0881

(800) 467-1062

Michael  Wattonville

Michael Wattonville

Insurance & Retirement Strategist

(727) 776-7001

(800) 467-1062

Vilma Didati

Vilma Didati

Office Manager & Executive Assistant

904-657-3381

800-467-1062

4 Tips for Adding Your Teen to Your Car Insurance

4 Tips for Adding Your Teen to Your Car Insurance

If your teen is approaching driving age, you may be preparing to add them to your car insurance. It’s important to be aware of these four things before you do so.
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4 Things Trip Insurance Does (and Doesn't) Cover

4 Things Trip Insurance Does (and Doesn't) Cover

Planning a trip but unsure if travel insurance is a good idea? Check out these 4 key things to know what travel policies cover - and what they don’t.
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What is a Business Owner's Policy?

What is a Business Owner's Policy?

As a business owner, a BOP may be a convenient way to meet your unique protection needs.
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Medicare Advantage Plans (Medicare Part C)

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Learn More

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