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Katherine Kennedy, located in Blanco, TX, provides services to a wide variety of clients, such as those already in or about to enter retirement, individuals or couples starting a career or family, or established entrepreneurs in need of financial planning or wealth management.
Katherine is a Registered Representative as well as Investment Advisory Representative. She holds the following professional licenses: Series 6, Series 62, Series 63 and Series 65 as well as being an insurance agent and Certified Financial Planner (CFP®).
You can easily decide if your future includes traveling all across the world, or if it is just simply retiring somewhere where the weather is perfect all year round. But, having those goals in mind now can help you achieve the financial security you will need when it is time.
Katherine Kennedy has been in the investment industry since 2000, dealing primarily with retirement investments. With her overall financial planning expertise, she also advises clients in other financial areas that intertwine with retirement planning, such as social security coordination, early distribution issues, minimum distribution requirements and taxation implications.
In order to better serve her clients, Katherine completed the comprehensive Certified Financial Planner PROFESSIONAL Education Program and was awarded her CFP® designation by the Certified Financial Planner Board of Standards in 2007.
To learn more about the professional history of Katherine Kennedy, please visit FINRA's BrokerCheck:
Striving for a more secure financial future entails developing a strategy. Financial planning does not simply mean saving for retirement, but planning for financial security, and that process should begin today. Katherine Kennedy is dedicated to helping you achieve your future expectations and objectives through careful planning today.
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