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5 Steps to Financial Confidence in 2025: Download Our Free eGuide Thumbnail

5 Steps to Financial Confidence in 2025: Download Our Free eGuide

Your financial future starts with a plan. Whether you’re looking to build long-term wealth, secure your family’s legacy, or gain clarity in your financial picture, having a clear strategy can make all the difference.

That’s why we created the Your Money, Your Future eGuide—designed to help you take meaningful steps toward financial confidence in 2025 and beyond.

Inside this free guide, you’ll discover:

  • Your MoneyMind® – How your financial mindset influences decision-making
  • Multigenerational Planning – Strategies to protect and pass down wealth 
  • Simplifying Your Finances – The benefits of consolidating scattered accounts
  • The Importance of a Trusted Contact – Adding a layer of security to your plan
  • Defining Your Legacy – How open conversations can shape your financial future

At Kimelman & Baird, we’ve been guiding individuals and families through financial decisions for over 55 years. This guide offers practical insights to help you make informed choices and feel more in control of your financial well-being.

Download Your Free Copy Today 

Securities and advisory services offered through Kimelman & Baird, LLC, Member FINRA/SIPC and a SEC registered investment adviser. Kimelman and Baird may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Further written disclosure information contained in SEC Form ADV Part II, including registration status, fees, and services, is available upon written request.

Investing involves risk, including possible loss of principal. Past performance does not guarantee future results.

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The U.S. Securities and Exchange Commission's Rule 606 requires all broker/dealers that route orders in equity and option securities to publish quarterly reports that provide a general overview of their routing practices. This report must identify the venues to which non-directed customer orders in U.S. exchange-listed equity securities and options were routed for execution, and disclose the material aspects of the broker/dealer's relationship with such venues. The purpose of this report is to provide the public with information on how broker-dealers route orders, enable the evaluation of order routing practices and foster competition among market participants. Upon request, broker-dealers also must disclose to customers the venues to which their individual orders were routed. Each customer may request a written copy of the report be mailed to them at no charge.