Kathryn L. Fitzgerald, MSFP, CFP®

Financial Planner,
Financial Services Representative

CA Insurance Lic. 0A40771

Wealth Management

Using a client centered, goal driven approach, assets are managed with a focus on the following factors:

1.  Time frame before you need to use the assets.

2.  Potential inflation effects on your investment return.

3.  Stock market volatility and risk.

4.  Taxation of your investments.

5.  Interest rates.

6.  Does the investment need to provide income now or in the future.

While there are many financial products and services available, not all are suitable for your needs and goals.  At the same time, low interest rates have rendered savings accounts unsustainable to produce income when it is needed.  Finding the right asset mix is critical to achieving your investment goals.

Contact Information:

Napa Financial Strategies and Insurance Services

1700 Soscol Ave. Suite 24
Napa, CA 94559

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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