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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
Anna  Giambattista

Anna Giambattista

Insurance & Financial Strategist

(860) 933-3579

(800) 467-1062

Bethany  Thompson

Bethany Thompson

Client Experience Specialist

(352) 207-8062

(800) 467-1062

Dru  Bailey

Dru Bailey

Insurance & Retirement Strategist

(904) 772-5550

(800) 467-1062

Kevin Steffens

Kevin M. Steffens

Employee Benefits & Retirement Strategist

(904) 955-0958

(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

Melanie Dickson

Melanie Dickson

Associate Insurance Strategist

(904) 887-1922

(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

Insurance Needs Assessment: Married With Children

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.
Learn More
Ways to Supplement Your Medicare Coverage

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Learn More
How Swimming Pools Affect Your Homeowners Policy

How Swimming Pools Affect Your Homeowners Policy

When the weather warms up, it’s important to remain up to date when it comes to your insurance coverage—especially if you own a pool.
Learn More
Who Does Survivorship Life Insurance Benefit?

Who Does Survivorship Life Insurance Benefit?

Later in life, the pros and cons of different life insurance policies are important considerations for married couples. It's vital to choose a life insurance policy that suits your unique circumstances.
Learn More

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