Strategic Planning for a Secure Future
Let Me Guide You Toward Your Financial Goals
Financial Independence Is Not Just for Dreamers. It Takes a Plan.
It may happen all at once, or gradually. You realize that at your current rate of saving, you may work well into your retirement. Or because you spend more than you earn, you are carrying credit card balances. Or perhaps you realize the need to restructure because of a life change, like marriage or divorce, or a serious illness.
On a more positive note, you just want to get to where you want to go. You want a map and a compass so you orient toward your goals for a new baby, a new home, or a long-delayed vacation.
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CERTIFIED FINANCIAL PLANNER™ Professional and investments manager Kathleen Nemetz works with clients who want to establish solid financial foundations to realize their dreams.
She earned her MBA in finance at Pace University in the Wall Street district of New York. She is affiliated with Stratos Wealth Partners, a boutique wealth management firm offering customized portfolios of stocks, bonds, and funds for the objectives that her clients choose.