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Experience

The most important thing is to define your goals

About Us

What Really Matters

PLEASE NOTE:  This information being provided is strictly as a courtesy.  When you link to any of the web sites provided here, you are leaving this web site.  We make no representations as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site.  When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

What does retiring comfortably mean to you?

 

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.

How important is it to plan for the future?


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.

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®).

 




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:

http://brokercheck.finra.org