About Us - Secure Financial Solutions

Kim Fisher

Owner & President

Kim Fisher is the owner of Secure Financial Solutions, Inc. and an investment advisor representative (IAR) of Gradient Advisors, LLC, serving customers in Greer, South Carolina and surrounding communities. Kim Fisher’s mission is to provide local families and businesses with innovative financial strategies and planning that may lead to financial clarity and security. Kim Fisher began her career assisting retirees with their Medicare options in 1983. She had just graduated from Presbyterian College with a business and finance degree and joined Bankers Life and Casualty Company providing life and health insurance. She left that company in 1989 and became an independent agent and decided to add retirement planning and Long Term Care to her list of client services.

Kim is focusing her time working with clients to structure medical and long term care coverage, retirement income plans, along with educating them on optimizing available benefits under Social Security and possible pension benefits.

As a woman working in the financial world, it has become very apparent to Kim that women are not getting the attention they deserve when it comes to creating their financial plans. For that reason, she has a focus on working with women in transition to ensure that they are empowered with the knowledge required to make the best decisions about their finances.

Working with women and retirees has been the best part of her career, as she continues to gain insight into peoples goals and dreams. She has a great passion in helping to establish financial clarity for her clients. Working hand in hand with her clients to set up a plan that will evaluate their risk tolerance, work towards achieving their goals, and help shape a more confident financial future.

Her office is located in Greer SC and she lives with her husband Myron of 32 years in Simpsonville, SC. Their son Brett is a graduate of Clemson University and is currently living in Cincinnati, Ohio and working at Sonoco. Their other son Ross is living in North Carolina with his family.

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Bio

Patrick Metcalf

Junior Associate

Born and raised in the community he serves, Upstate of South Carolina, Patrick Metcalf is a dedicated Junior Associate in the Medicare industry with a passion for helping people make informed decisions about their healthcare. A graduate of the University of South Carolina with a degree in Hospitality Management, Patrick brings a natural warmth, respect, and client-first approach to every interaction.

Currently training under Kim Fisher, Patrick is building his knowledge base in guiding individuals toward Medicare plans that align with their financial needs, health goals, and lifestyle.

Rooted in his faith as a devoted follower of Christ, Patrick lives by the principle that healthcare decisions should always be made with the client’s best interest in mind. Personable and committed, he takes pride in serving each client with the highest level of hospitality and care.

Outside of work, Patrick enjoys spending time with his two brothers, including his twin, and embracing the values of family, service, and integrity that guide both his personal and professional life.

Strategic Alliances

Keith joined Gradient Investments in 2018 and has more than 30 years of industry experience. Prior roles include senior portfolio manager for a large institutional asset management firm, managing a multi-billion-dollar portfolio. Keith is a CFA® charter holder, and has been featured in media outlets such as CNBC, Bloomberg, Investor’s Business Daily, Nasdaq and Reuters.

This endorsement of Gradient Investments, LLC, (GI) and its portfolio management services is provided by an investment advisor representative of Gradient Advisors, LLC (GA). This investment advisor representative refers clients to GI for portfolio management services. GI does not pay separate compensation to GA in relation to its endorsement or any promotional services. However, GA receives a portion of the advisory fees paid by clients who utilize the portfolio management services of GI. GA also shares in the revenue of GI via quarterly payments based on the amount of total assets GA places with GI. This endorsement incentivizes GA in increasing the assets placed with GI, and therefore the compensation received by GA. GA’s investment advisor representatives are not affiliated with or supervised by GI. An additional conflict of interest exists because GA and GI are under common ownership. While these conflicts of interest exist, investment advisor representatives of GA are subject to fiduciary duty and must act in the best interests of their clients. These investment advisor representatives and their clients are not required to use GI, and may select other investment managers.