Custom Retirement Planning Solutions

Description

Kathy has been working with individuals and businesses in the area for over 20 years. She has extensive personal and professional experience in the conservation and distribution of wealth. Professional designations include Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Certified Family Business Specialist (CFBS) and is certified in Long Term Care (CLTC). Kathy is licensed to offer life insurance, disability income insurance, annuity, long term care insurnace and group employee benefit products as well as a myriad of investment products and she continuously pursues higher education to maintain the highest level of knowledge and training in the financial industry. Her professional associations include membership in the Toledo Estate Planning Council, Sylvania Chamber of Commerce, former board member and officer for the Society of Financial Service Professionals and the Toledo Area Planned Giving Council.

Fact sheet

Products & services

Similar companies nearby