Newport, KY
Website: www.annettekitchen.com
RESOURCEFUL, RESILIENT, RESPONSIVE
I am dedicated to helping individuals and business owners build and protect their financial future. To do it right takes planning and commitment. Together, we map out your priorities and establish framework to meet your goals. I often say “I have the best career in the world." Where else can I spend face-to-face time with individuals and make as big an impact on their future?
My clients’ needs range from a singular account to comprehensive financial planning, leading to planning for the entire family.
Through an “open architecture” of solutions available through Equitable Advisors, Equitable Network, and LPL Financial, my clients have access to hundreds of companies and affiliates who are leaders in the financial industry. This diversification and expansive network gives me a broad depth of strategies to provide to you . . . putting us both on the SAME side of the table working to meet your goals!
STRATEGIES SUCH AS:
Traditional IRA, ROTH IRA, SEP, Simple
Mutual Funds
Managed Accounts (fee based)
Investment Advisory Programs
401k, 403b, 457, 412(i), 529 Plans
Investment Accounts
Pension & Profit Sharing (all group sizes)
Fixed Income Investments/Annuities
Health, DI & Long-Term Care Insurance
Business/Salary Continuation Plans
Executive Bonus Plans/Buy Sell Agreements
Life Insurance
PERSONAL
Prior to my financial career, I gained valuable corporate experience and training through P&G, GE and United Healthcare.
I am the proud mother of twin sons, one graduated from The Ohio State University and the other honorable served our country after attending Ohio University.
My hobbies include hiking, backpacking, sailing, gardening, football, cycling, real estate, and volunteering.