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Kimberly Wiseman

Insurance Planning Specialist

Since 2008, Kimberly’s career has revolved around protecting both families and businesses from risks that can potentially derail their financial future. An expert in wealth transfer, she also ensures that our clients maximize their legacy and minimize taxation when planning to leave an inheritance to the next generation. Additionally, Kimberly’s ability to help shield retirees from long-term care expenses makes her an invaluable asset to our firm and our clients.

Working alongside Joe and Amber Murphy throughout the planning process, her skillset serves both wealth creation and tax efficiency through her ability to insulate each client’s plan against high percentage threats like disability, major medical conditions, chronic illness, or death of a loved one.

Above all, Kimberly is an educator, and our clients feel at ease with her ability to present complex situations in an understandable manner. Her primary goal is to prepare and protect our clients by looking ahead for major events that could potentially threaten an entire family’s future.

Around the office, you might hear the phrase, “It doesn’t catch up to you, until it catches up to you.” Kimberly knows what is at stake and implements strategic protection solutions that just make sense.

Her previous experience in the real estate, financial, and insurance industries, coupled with her passion for people, has provided a strong background for her current role with Murphy Wealth Management.

Kimberly is a licensed life insurance agent and has worked alongside Paul Payne of Payne Financial Solutions for 14 years. She attended Indiana University Northwest and is married to her husband, Erik. Together they have three children named Blake, Alyssa, and Brogan. In her free time, she loves cooking, boating, and spending time with her family and friends.

Contact Information
(219) 510-5069
Fax: 844-410-9363
kwiseman@mwmfinancial.tax
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Portfolio Management / Investing

Fee-based, no commission portfolio and investment management services.

Retirement Plans for Business

Setup and management of 401(k) and similar retirement plans based on your firm’s structure.

Small Business Advisement

Tax planning and preparation, advisory services and more for your business.

Retirement Planning

Helping create lifetime retirement income that will last from accumulated assets.

Wealth Transfer

Insurance policies offset financial risk and offer multiple benefits and options.

Estate Planning

Our licensed attorney will formally draft your written plan for wealth transfer.

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Please call, email or text us to schedule an appointment. Text is available only to schedule an appointment.

e: info@mwmfinancial.tax
ph: (219) 510-5069
text: (219) 242-4073
fax: (844) 410-9363

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MWM Murphy Wealth Management

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