Five Star award winner Kimberly K. McClure, MPAS®, CFP®

PROFESSIONAL PROFILE

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Kimberly K. McClure, MPAS^®, CFP^®

Financial Advisor

Adams Financial Group

6643 Oak Hill Blvd

Tyler, TX 75703

Office: 903-595-4236

Cell: 903-571-8623

kim.mcclure@adamsfinancialgroup.com
www.adamsfinancialgroup.com

Professional Approach

Kim McClure has always dreamed of helping people have successful and fulfilling lives. As a former full-time teacher and coach, she helped her students prepare themselves academically and physically to meet the many daily challenges and interesting opportunities placed before them. As a member of the Adams Financial Group team since 1999, the dream of helping people pursue success has only continued to grow.

Her desire to help clients make informed financial decisions for themselves and for their families so that they can face their futures with the same security and confidence she worked to instill in her students. Kim specializes in investment management, retirement planning, estate planning, and women’s financial strategies. She has a love for people and works diligently to establish a relationship with her clients that will help lead to positive, long-term benefits for them.

Kim is a member and past President of the Greater East Texas Association of Insurance and Financial Advisors and a member of the East Texas Estate Planning Council and The Financial Planning Association. These organizations provide her access to a large network of financial advisors and specialists from whom she can learn and to whom she can contribute. She is a member of The Women’s Fund of Tyler.

Kim is a graduate of Oklahoma Baptist University, where she received a Bachelor of Science degree in Education. In addition, Kim received her Master of Science in Personal Financial Planning and completed the Certified Financial Planning Professional Educational Program at The College for Financial Planning.

See Accomplishments

This award was issued on 7/1/24 by Five Star Professional (FSP) for the time period 10/10/23 through 4/30/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1907 Greater Texas-area wealth managers were considered for the award; 94 (5% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 2,757, 90, 3.3%, 7/1/23, 10/10/22 - 5/5/23; 2022: 2,649, 82, 3%.

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Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Adams Financial Group is independently owned and operated. 6643 Oak Hill Blvd, Tyler, TX 75703

The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice. Inclusion of wealth manager in award program is not indicative of future success. Members become eligible for Top of the Table after generating six times the production requirement. Specific production requirements increase annually, and members must reapply each year. Members become eligible for Court of the Table after generating three times the production requirement. Specific production requirements increase annually, and members must reapply each year.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as an investment advisory representative (IAR) or a registered investment financial professional; 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3. Favorable regulatory and customer dispute history review*; 4. Fulfilled their firm review based on internal firm standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutionalized discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Educational and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner’s future performance. (Number of candidates) (market) wealth managers were considered for the award; (number of award winners) (approximately (percentage) percent of the award candidates) were named Five Star Wealth Managers.

*To qualify as having a favorable regulatory and customer dispute history for this award, the person cannot have (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer disputes filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer dispute process, (3) individually contributed to a financial settlement of a customer dispute filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.

Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least two years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this financial professional is not a guarantee of future financial results. Investors should conduct their own evaluation.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award winners may pay for marketing tools, including this advertisement. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future.