Navigating life's transitions from work to retirement and everything in between can get complicated. Sometimes, you just need a little guidance, or reassurance that you're on the right course. Other times, you may have more complex needs that require comprehensive planning strategies and advice. Whatever your needs, we can help you build a foundation for long-term financial well-being aligned with your financial goals and budget.
How long will your income last? Find out how a comprehensive approach to planning can help protect and grow your retirement assets. Life is complex. Managing your finances doesn't have to be. Find out how financial coaching can help you pay down debt, free up more money to save or spend, and build a solid foundation before progressing to financial planning.
How long will your income last? Find out how a comprehensive approach to planning can help protect and grow your retirement assets. Life is complex. Managing your finances doesn't have to be. Find out how financial coaching can help you pay down debt, free up more money to save or spend, and build a solid foundation before progressing to financial planning.
Services
Katherine (Katie) Williams is a CERTIFIED FINANCIAL PLANNER (CFP), Accredited Investment Fiduciary (AIF), Chartered Retirement Plans Specialist (CRPS), Chartered Retirement Planning Counselor(CRPC), has completed the Dave Ramsey Financial Coach Master Training* and is an independent LPL Financial Advisor.
Katie Williams is a CERTIFIED FINANCIAL PLANNER (CFP) professional and an Accredited Investment Fiduciary (AIF) designee. The fiduciary standard of care requires that a financial advisor acts solely in the client's best interest when providing financial advice. CERTIFIED FINANCIAL PLANNER professionals providing financial planning services must abide by the fiduciary standard, as defined by the CFP Board.
At Classic Financial Services, our clients come to us seeking an advisor who is committed to a relationship that places their interests first. They remain with us because we demonstrate that commitment every day. Our goal is to simplify the complexity often associated with managing and balancing multiple financial considerations.
Classic Financial Services brings more than a decade of experience educating 403(b) plan participants on plan provisions, plan changes, distribution options, and general financial education. We can help you develop education and communication strategies designed to increase participation, deferral rates and overall appreciation for the plan through targeted enrollment and education programs.
We understand the unique needs and challenges investors face at all stages of life, from your working years to life in retirement. It's important to understand how you will structure your retirement income, how long your income will last, and which sources of income you should tap into first to help minimize taxes and maximize income potential.
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