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Products

There are many financial products in the market, and so choosing the ones that best meet your needs can be complicated. That’s where I can help. I can offer professional financial security advice to help you choose only those products that meet your current and future goals.

I aim to help you make informed decisions about the products in your portfolio. To do this, after meeting to discuss your needs, I draw on a comprehensive suite of products and services to find those that address your unique situation.

Invest

Investments can play a key role in any financial plan. For individuals, a mix of investment products, income and pension plans can help achieve short- and long-term goals.

For employers, I can offer advice on savings and pension plans.

  • 401 (k) retirement plans and Individual Retirement Accounts
  • 529 qualified tuition plans
  • Certificates of Deposit
  • U.S. Treasuries Securities
  • Group retirement and savings plans

Insure

As much as we try to prepare for them, tragic events like death, disability or critical illness sometimes strike. When faced with such a situation, insurance can protect policy holders and their families from undue hardship. For this reason, a variety of insurance coverage is essential to any comprehensive financial plan.

Insurance planning is best when tailored to fit its owner’s personal situation: whether designed for a single person or family; professional or seasonal employees; executive or small business owner, everyone can benefit from an appropriately customized plan.

  • Life
  • Long-term care, disability and critical illness
  • Health and dental
  • Group health benefits

Manage

Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies can help manage savings on a daily basis.

From mortgage payments to tax savings, a strategy for managing money effectively involves a consideration of individual contexts.

  • Saving
  • Tax Planning
  • Succession Planning
  • Mortgages
  • Financial Planning for Business Owners
  • Business Succession Planning

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Contact info

  •   428 4th Ave., NW, Hickory, North Carolina 28601
  •   828 322 9595
  •   katherine@waitefinancial.com

Contact us

Securities offered through Registered Representatives of Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates Inc., a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

428 4th Ave., NW, Hickory, North Carolina 28601 United States

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisorrnetworks.com.  

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