Personalized Financial Planning and Retirement Strategies for the Years Ahead
Let Me Guide You Toward Your Financial Goals
Certified Financial Planning Professional Helping You Achieve Financial Independence with a Personalized Financial Plan
It may happen all at once, or gradually. You realize that at your current rate of saving, you may work well into your retirement. Or because you spend more than you earn, you are carrying credit card balances. Or perhaps you realize the need to restructure because of a life change, like marriage or divorce, or a serious illness.
On a more positive note, you just want to get to where you want to go. You want a map and a compass so you orient toward your goals for a new baby, a new home, or a long-delayed vacation.
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Meet Kathleen Nemetz – Certified Financial Planner & Wealth Advisor with LPL Financial and Stratos Wealth Partners in Prescott AZ
CERTIFIED FINANCIAL PLANNER™ Professional and investments manager Kathleen Nemetz works with clients who want to establish solid financial foundations to realize their dreams.
She earned her MBA in finance at Pace University in the Wall Street district of New York. She is affiliated with Stratos Wealth Partners, a boutique wealth management firm offering customized portfolios of stocks, bonds, and funds for the objectives that her clients choose.