Contact Name
Katherine Brown, CFP®
Links Chapter
The Newport News (VA) Chapter of The Links, Incorporated
Business Name
Business Genre
Short Business Description
As a Certified Financial Planning™ professional with over twenty years of experience, NAPFA Registered Advisor, and co-founder of a Fee-Only firm, I serve individuals and families as a trusted advisor. We are fiduciaries, and our clients are confident that our advice is in their best interest.
Long Business Description
Financial Planning:
Collaborate with us to make better financial decisions. We bring more confidence to your financial life by developing and implementing solutions in areas of concern. As part of our holistic planning process, we work with key players on tax efficiency, estate planning, and insurance planning.
Investment Management:
Manage your portfolio with the flexibility of liquidity and the savings of no-load funds with little or no trading fees from our custodians. We consider the tax consequences, your risk capacity, and risk tolerance, in developing investment recommendations.
Business Website Address
Business Phone Number
757-903-2127
Business Tags
Business Address
751 Thimble Shoals Blvd.
Suite C
Newport News, Virginia
23606
Suite C
Newport News, Virginia
23606