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Financial Planning* helps you manage the sometimes daunting process of maintaining a well balanced portfolio. Today, more than ever, it makes sense to partner with an experienced financial advisor who can help you navigate the financial markets. Through Financial Planning, we can help you build a portfolio to help you achieve your individual goals. Whether your goals are highly focused or very broad, our services can help meet a variety of needs including wealth protection, immediate income, a steady reliable income stream, or educational savings goals.
*Investors should carefully consider the investment objectives, risks, charges, and expenses of a mutual fund or a variable insurance product before investing. Please read carefully the prospectuses for the relevant mutual fund or variable insurance product as well as its underlying investment options, which contain this and other information. You may obtain a prospectus from Kathie H. Okun.
The investment return and principal value of an investment will fluctuate so that an investor's share, when redeemed, may be worth more or less than their original cost.
As you go through various stages in life - pursuing an education, getting married, having children, starting a business, purchasing a home, caring for a family member, and for some of you, even divorce - your needs, goals, and objectives will change. With proper planning and suitable financial products, we can help achieve your personal and professional financial objectives. Kathie can offer a wide array of insurance and other financial products designed to support your planning needs.
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