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Fish and Associates

Financial Planning Services

Financial Planning and Wealth Management Services- Personal Service with National Resources

Kathy has access to a broad range of national resources, services and products – while providing you with the personal service and attention to detail that you deserve from your financial professional.

Kathy truly cares about her clients and treats them with the respect and concern she would expect for herself. Her staff carries through on that philosophy of putting clients first. Here’s what she can offer:

Individual Services

  • Retirement Planning
  • Estate Planning
  • Income Distribution Planning
  • Asset Management
  • Insurance Planning
  • Charitable Planning

Business Services

  • Key Executive Benefits
  • Deferred Compensation
  • Succession & Retirement Planning
  • Qualified Retirement Plans

With over 20 years of experience in retirement and distribution planning, Kathy understands that good planning involves much more than building a nest egg. With all of us living longer, we need a sound plan for the long-term. Kathy becomes your partner in helping you reach your future or goals.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Fish and Associates. Kestra IS and Kestra AS do not provide tax or legal advice.

This site is published for residents of the United States only. Registered representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra IS compliance Department at 512-697-6000.

Check the background of this investment professional on FINRA's BrokerCheck.

FISH AND ASSOCIATES 633 Oakleaf Office Lane, Memphis ,TN 38117
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