Katy Whitehead's Colleagues at North Texas Wealth Management
Katy Whitehead's Contact Details
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North Texas Wealth Management
Katy Whitehead's Company Details
IMPROVING THE RETIREMENT EXPERIENCE OF OUR CLIENTS SINCE 1968North Texas Wealth Management is a financial planning and investment firm specializing in retirement planning. Our CERTIFIED FINANCIAL PLANNERtm professionals create and implement customized financial plans for individuals through investment management, income strategies, and tax planning. Our clients benefit from our expertise in understanding their employer-provided 401(k) and pension plans and how to integrate them into an optimal distribution plan. We focus on working with near-retirees--individuals age 55 and older or within 10 years of retirement.Securities offered through LPL Financial. Member SIPC, http://www.sipc.org.The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, AZ, CA, CO, FL, GA, ID, IA, KS, KY, LA, MD, MI, MO, MT, ND, NM, OK, OR, PA, SC, TN, TX, WA, WY.Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.