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

Qualifications

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