Kathy Crager
RICP®
State(s) Licensed: AL, CT, FL, IA, IL, IN, KY, MA, ME, MI, ND, NH, NM, OH, PA, SC, VT, WI
3711 Rupp Drive Ste. 108
Fort Wayne, IN 46815
State(s) Licensed: AL, CT, FL, IA, IL, IN, KY, MA, ME, MI, ND, NH, NM, OH, PA, SC, VT, WI
How I can help you:
I specialize in helping my clients simplify and streamline:
- Retirement income planning
- Investment management
- Business planning
- Buy/Sell Protection and Funding
- Service on Existing and Establishing new 401K, Simple/SEP
- Protecting loved ones against the impact of premature death, disability and additional care costs.
- Charitable giving
- Tax efficiency (now and after death)
- What to do when a loved one dies
- Tax efficient RMD strategies
- Legacy planning
We love to help our clients in transitional times:
- When a spouse or parent dies
- When they are a few years from retirement
- As they are preparing for RMDs
Are you ready to put your plans in motion?
Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future. Schedule your free consultation now at: Book a meeting with Kathy Crager
I love to work with my clients on their financial journey. I am willing to meet with you virtually, in-person at my Fort Wayne office, or a hybrid of both.
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Location
Fort Wayne Office
- Phone:
- 260-450-5466
Hours
M – F: 8 a.m. – 4 p.m.