Kathryn L. Fitzgerald, MSFP, CFP®

Financial Planner,
Financial Services Representative

CA Insurance Lic. 0A40771
State of Domicile: CA

Family and Life Changes

Big changes can happen in your life at any time, so you have to think carefully about financial decisions that may affect your future. Whether your family is growing or you're trying to limit the impact of a transition on your loved ones, remember your long-term goals. You may be considering important life events like college or marriage; you may be put in a position of caring for the people who supported you throughout your life; or you may be negotiating a settlement to divide your combined assets—no matter what the situation, you've got a lot to think about. Planning now could help make the difference between just getting by and living comfortably down the road.

Here are some options to consider:


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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