Personalized Financial Advice and Sound Solutions

Helping people create plans that gives them freedom to focus on what matters most

  • Roth IRA

    Roth IRA

    Roth IRAs are a Good choice if you qualify. In order to contribute to a Roth IRA your adjusted gross income must be below a certain threshold.

  • Tax Free Retirement Planning

    Tax Free Retirement Planning

    Tax-Free Strategy – is similar to the Tax-Deferred Strategy: you set aside a portion of your after tax income, and earnings grow tax-deferred. Retirement income is received income tax-free. A Roth IRA is an example of this type of savings. Another type of financial vehicle is permanent life insurance.

  • College Savings Planning

    College Savings Planning

    The College Savings plan we offer is much more robust and less restrictive than a 529 plan. 529 plans could hurt the student's chances at tapping other sources of financial aid, which has parents starting to examine other options. I also offer Living Benefits for free in case of an illness.

  •  Life Insurance

    Life Insurance

    Life insurance, originally conceived to protect a man's family when his death left them without income, has developed into a variety of policy plans Term life insurance provides coverage for a specific time period (term) and is often referred to as "temporary" insurance. Whole life insurance is called "permanent" protection, meaning the coverage (and the premiums) lasts for your entire life. Index Universal Life is permanent insurance that goes up when the market goes up but never goes down.

  • Living Benefits

    Living Benefits

    "Life Insurance You dont have to die to use" Living Benefits are the cornerstone of the edge that I provide for my clients. Most people purchase life insurance to provide a legacy of financial security at the time of their death. But doesn’t it make sense for the benefits to extend and be available for the difficult financial times they have to face if a chronic, critical or terminal illness precedes death? The industry calls the benefit an “Accelerated Death Benefit Rider.” We refer to it as real Living Benefits. Living Benefits is one of the reasons why I am so passionate about what I do every day.

  • Medicare

    Medicare

    If you are a Medicare beneficiary, you are eligible for Medicare prescription drug coverage, regardless of your income, health status, or current prescription expenses. There are two types of Medicare plans that provide prescription drug coverage: 1. Medicare Prescription Drug Plans These plans add prescription drug coverage to the Original Medicare Plan, and certain types of Medicare Health Plans. 2. Medicare Health Plans Some of these plans cover both health care and prescription drugs.

Constantly impressed by Katherine's knowledge and commitment

Always friendly, helpful, and extremely responsive.

"I am constantly impressed by Katherine's knowledge and commitment. I have had the pleasure of meeting with Katherine on a number of occasions, and she is always friendly, helpful, and extremely responsive. She is motivated, and is constantly seeking out information to maintain her position as a thought-leader in her industry."
Sara Compton, Esq.
- Attorney at INC. Legal, APC

What our clients are saying

If we did not convince you, maybe a few words from our customers will!

Katherine is an expert in her field! She has many valuable years of experience and she gives sound advice!! I would highly recommend setting up a consultation with her today!!
Victoria Mattar
Victoria Mattar
Rock N Gold Creations
Kathy was very helpful by walking me through Life Insurance process. I felt I could trust Kathy and know if something happened to me, my family would be in safe hands. I plan to use Kathy for several other services in the future.
Marc McGuffin
Marc McGuffin
Sales Engineer at TAARCOM
  • Katherine is an expert in her field! She has many valuable years of experience and she gives sound advice!! I would highly recommend setting up a consultation with her today!!
    Victoria Mattar
    - Rock N Gold Creations
  • Kathy was very helpful by walking me through Life Insurance process. I felt I could trust Kathy and know if something happened to me, my family would be in safe hands. I plan to use Kathy for several other services in the future.
    Marc McGuffin
    - Sales Engineer at TAARCOM

Securing Your Retirement and Building Your Estate for Future Generations

Preparing for retirement and managing income during retirement remains a major concern for millions of Americans. Terms like “the new face of retirement”, “bridge job” or “working retired” have taken on new definition as Americans labor past the traditional retirement age and continue to work into their late 60’s and beyond. With increasing health care […]