Kate Keefer's Contact Details

Kate Keefer's Company Details

Northwestern Mutual: K Street Financial

Washington, DC, US • 20 - 49 Employees
Financial Services

Our mission at K Street Financial is to empower the families and businesses we serve with clarity, confidence and security through expert financial planning guidance built on enduring relationships and unparalleled service. Our diverse team brings decades of experience to support the comprehensive business, insurance, wealth management, financial planning and retirement needs of our clients across the country.K Street Financial is a boutique financial planning practice based in Washington, DC with expertise in a wide variety of both personal and business planning topics. We know that clients are best served by a team of highly credentialed, service-focused professionals that act in their best interest. It's through this lens we've built and grown our organization. Our unique, planning-driven and outcomes-oriented approach to wealth management is a refreshing shift from the traditional approach where the investment portfolio & "beating the market" is often the plan. We strive to build lifetime relationships with the families that we serve while providing comprehensive and unbiased guidance through a bespoke planning process that delivers financial clarity, confidence, and security."