About
Creating Goals
About Kathleen Panek-Rickerson
Building Strong Futures
I start by documenting your goals and then compare them to your current portfolio. I use proven investment strategy plans to meet your risk tolerance and stand up against market volatility. And you can count on objective professional recommendations and impartial guidance based directly on your needs and goals.
Building Strong Futures
About Kathleen Panek-Rickerson
Building Strong Futures
I’m passionate about helping both companies and individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. My goal? To create a plan for the dreams you strived to achieve and the assets you have worked so hard to accumulate. I use proven investment strategy plans to meet your risk tolerance and hedge against market volatility.
About Kathleen Panek-Rickerson
About Kathleen Panek-Rickerson
About Kathleen Panek-Rickerson
I've been helping businesses and individuals to manage, position assets and prepare a plan for the retirement they want. When I'm not working, I enjoy being with my family, playing with my 4 dogs and cat, taking nature walks, travelling, photography, painting and my wine collection