About Us
Planning Futures
2022 has proven to be a year of higher-than-usual inflation and market swings, leaving some hoping that 2023 would be promising calmer waters ahead. It’s not too late to meet with your financial wealth management team to discuss our multi-faceted year-end strategies. While not all of them may apply to each client, it pays to make certain you are starting each year on the right foot!
Why Us?
Our team is comprised of people with different kinds of financial planning experience, but we all have this in common--a commitment to ethics and integrity. We believe that our diversity will allow us to better serve you, our client. We’re all fully licensed and prepared to work together as your financial wealth management team. And you can count on unbiased recommendations and impartial guidance.
A Proven Approach
Planning for retirement is a lot like building a bridge. We start with where we are right now and we put a plan in place that will get us to where we want to go … across the bridge into a comfortable retirement. That bridge may be very long for those who are 30 years from retirement or very short for those who are only a few years away. But the principle is the same … we want our bridge to be able to survive whatever unexpected things are thrown at it. So many retirement plans today are built on bridges like the Tacoma Narrows Bridge. If the winds of volatility kick up, or an earthquake of market loss hits, the Bridge will collapse along with hopes of a comfortable retirement. Let us help build you a bridge that incorporates products and services that can withstand the ups and downs in the market and in life.
Who We Are
Founder
Kathryn has spent her entire career in the acedemic arena and financial services industry. As an educator and writer of curriculum, she has always valued the effectiveness and importance of quality education. Her focus was in the business management field. As she went into financial planning, she was very aware of the need for quality education in the financial services industry. She has been able to combine both of her passions into one platform.
Our team
At Spear Financial & Insurance Solutions, we believe that each individual should be given an opportunity to be an interactive part of their financial plan. And we feel the best way to accomplish this is by creating a financial wealth management team for each client. Based on the needs and goal of our clients, we develop a plan and the team members who can best serve the client. By creating this synergy, our clients have multiple resources available to them.