Kathleen Park

Insurance Strategies, Student Loan Refinancing, Investment Strategies (Reg. Reps Only), Financial Education, Group Benefits, Business Succession Planning, Risk Management Strategies, Retirement Strategies, Retirement Income Planning, Business Owners

English

Preparing for the next step in life isn’t always easy. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.

I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.

I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

• Retirement income solutions
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies

Set-up an Appointment

Coverpath - Get a quote for term life insurance
Commonbond - Get a preferred interest rate for student loan refinancing

CRN202207-267436

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