Kathryn L. Fitzgerald, MSFP, CFP®

Financial Planner,
Financial Services Representative

CA Insurance Lic. 0A40771
State of Domicile: CA

Financial Management

Financial management is as much about managing operational risks as it is about managing business objectives. Whether you're a fresh start-up or well-established enterprise, continued operational foresight can help ensure your success and your roadmap for the future. Thankfully, an array of insurance products exists to help meet your needs.

Consider a few of the following options for good financial management:

Disability Income Insurance
Disability income insurance can help provide financial protection for both the owners and the company in the event of a disability.

Life Insurance
Find out how life insurance can help you create strategies to meet the short- and long-term financial goals of your business.

CRN201903-208966

Contact Information:

Napa Planner Financial Group

1700 Soscol Ave. Suite 24
Napa, CA 94559

Kathryn Fitzgerald is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. Napa Planner Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 1255 Treat Blvd, Suite 400, Walnut Creek, CA 94597. (925) 949-7400. 

CA. Insurance License #0A40771

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