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Welcome
I feel that one of the most critical decisions you will ever make is the choice of a financial advisor.
My mission is to help you pursue your financial objectives, giving you greater confidence in your future.That's why I take the time to get to know you and your life dreams. Your definition of success becomes my focus.My goal is to help you make the tough financial decisions and become the partner who will work with you to pursue independence as you define it.
It's Your Life ...
They Are Your Goals ...
I'm Here To Help You Pursue Them!
Speak With You Soon,
Katie
Our Services
See how we may serve you today
Managing Your Wealth
The Goal is to live comfortably for today while preparing for your future.
To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review.
Retirement Planning
The Goal of retirement planning is to acquire financial independence ... by the allocation of your financial resources
Portfolio Design
The Goal is to provide you with options for growth potential to pursue your long term objectives.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2020 Five Star Wealth Managers.