Planning protects assets for you and your family.
Wealth accumulated over a lifetime represents a job well done. Your decisions regarding how you protect your wealth will effect the quality of your life, the people you love and the ultimate distribution of the assets you acquired over a lifetime. The truth is there are sound and legally accepted strategies that can avoid the potentially devastating effects associated with Long Term Care costs.
Successful wealth planning involves understanding complex laws, weighing sophisticated financial strategies and often requires time sensitive decisions. Guidance from a professional who understands and is experienced in designing customized plans is key to ensuring control of how your assets are ultimately used and distributed.
Kathy brings decades of experience and knowledge from working in the financial industry as an Investment Advisor and as an Attorney focusing on Estate Planning. Her caring and supportive approach starts with your discovery meeting. Understanding your financial situation is one part of this in-depth individualized planning that encompasses all of your specific goals. Kathy insures that you and your family have a clear understanding of complex issues and concepts giving you the confidence to make informed decisions that address your specific situation.
Successful wealth planning involves understanding complex laws, weighing sophisticated financial strategies and often requires time sensitive decisions. Guidance from a professional who understands and is experienced in designing customized plans is key to ensuring control of how your assets are ultimately used and distributed.
Kathy brings decades of experience and knowledge from working in the financial industry as an Investment Advisor and as an Attorney focusing on Estate Planning. Her caring and supportive approach starts with your discovery meeting. Understanding your financial situation is one part of this in-depth individualized planning that encompasses all of your specific goals. Kathy insures that you and your family have a clear understanding of complex issues and concepts giving you the confidence to make informed decisions that address your specific situation.
"The ultimate planning goal is to provide you with the peace of mind that comes from knowing you did everything you could to protect your assets for you and your family."
- Kathleen C. Peer
- Kathleen C. Peer