Kathy J. Bauers, ChFC

Kathy J. Bauers, ChFC

Today, it’s natural to have questions about your retirement, even if you’ve saved and planned for it. With our proprietary Confident Retirement® approach, we’ll find answers and take the first step toward creating a road map to the future you want. We’ll talk through the four basic principles of retirement:

  1. covering essential expenses
  2. assuring your lifestyle
  3. preparing for the unexpected
  4. leaving a legacy

And I’ll help you make adjustments as needed so you can retire on your terms.

I am passionate about working with clients to help them meet their financial needs and plan for the future. I will look at your entire financial picture, including cash reserves and debt management, investments, protection and taxes. I also ask the right questions and listen closely to your answers.Areas of Focus

  • Domestic Partner Planning
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies


  • Bachelor of Science Degree, Marketing and Finance, University of Delaware
  • ChFC®  Chartered Financial Consultant


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Contact Info

  • 5195 W. Woodmill Drive, Suite 27
    Wilmington, Delaware 19808
    United States
  • Phone
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    302-543-5784 ext 14
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Directory Discount Offered: Complimentary Consultation

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