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Katy Ufferman was recently announced as a Five Star award winner. She will appear in a Women in Wealth special section in the October/November 2022 issue of Fortune magazine. By earning this honor, Katy has shown an outstanding commitment to clients. Please click the link to read more about how Five Star Professional's research team evaluates candidates from across major markets annually on ten criteria.
Women have enormous earning power. Make the most of it with a solid financial plan.
It’s an uncertain time in the world. This impacts everything in your life, including your financial plans.
Dealing with the death or the disability of a loved one is stressful; not knowing what to do with the deceased’s finances in the aftermath imposes an additional burden on a family.
The Family Love Letter® is an intergenerational wealth transfer program designed to help your clients in what is often a time of confusion. It is a roadmap that employs a “storytelling” process to gather pertinent information. The goal is to help minimize the types of inadvertent mistakes that often occur during times of turmoil.
Maxwell Financial Management, Neuberger Berman and LPL Financial are separate entities.
The Long Run: Women and Retirement