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:
- Retirement Planning
- Estate Planning
- Income Distribution Planning
- Asset Management
- Insurance Planning
- Charitable Planning
- 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.