Waite Financial Group

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Over 50? Retirement Savings Strategies
Education: One of the Best Investments Youll Ever Make

Katherine Newton, CFP, ChFC, a 29 year veteran of the financial services business, provides clients with financial road maps to grow and protect assets and produce reliable streams of Retirement Income so they are free to pursue whats most important in their lives. She also guides clients in passing on wealth in meaningful and tax-efficient manners, creating the Family and Charitable legacies they envision.
She works with retired and soon-to-be retired clients who have worked hard at accumulating wealth for years, and who are usually in transition, oftentimes toward creating the retirement they have always dreamed of. Many are also women who seek safe environments where they are not pressured into making hasty planning and investing decisions.
Let Katherine develop a plan that can help put you in control of your money and your financial future.

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60 + with generous acquired wealth; Love travel and spending time with family; involved with a number of local charities; do not care to actively manage their money.

Need help in passing on wealth to protect money from the eroding effects of estate taxes and help with creating family and charitable legacies.

Design a tactical asset allocation plan to protect and provide a reliable stream of retirement income.

A client of this profile type might have worked hard to get where they are going and be seeking someone to relieve them of the day-to-day responsibility of managing their assets. They want reassurance that they will be able to maintain their lifestyle and have the time and attention to make a difference in their community.

Securities and investment advisory services offered through Financial Network Investment Corporation, member FINRA, SIPC.
Waite Financial, LLC and Financial Network Investment Corporationare not affiliated.

Licensed to sell insurance in the following States: North Carolina (NC).