Deeply Invested In Your Family

We help you to coordinate and simplify your financial world.

Financial Planning

Our work will help you identify and define the key financial goals that are important to you, your family and your business. We will then evaluate your present financial arrangements with regard to their capacity to achieve your goals.

Personal Website
Personal Website
- We will build out and maintain your personal wealth website in an effort to help you coordinate and simplify your financial world.
- Account Aggregation
- Document storage vault, ie. Tax returns, estate planning documents, deeds, etc.
- Financial plan updated daily with adjustments of markets reflected
- Mobile app visibility
- Budgeting tools
Retirement Planning
Retirement Planning
- When can I plan on retiring?
- How much will I need to save to reach my goals?
- When looking at multiple pension options which one works best for my family?
- How can I retire earlier?
Estate Planning
Estate Planning
- How does my current plan work for my heirs?
- Will my survivors be taken care of?
- Should I be gifting to kids?
- What types of planning should I do to eliminate estate taxes?
- Is my current life insurance still what I need?
- How should we think about Long Term Care and the impact on our inheritance?

Kathy is ready to help take you to the next steps in the planning process at Legacy Financial.

If you would like help call Kathy at 859-655-3875, or email.

Recognized By

Certified Financial
Planner
Chartered Life
Underwriters
Certified Public
Accountant
Financial Planning
Association
International Association of
Registered Financial Consultants