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Kathy J Bauers

An Ameriprise Platinum Financial Services® Practice
ChFC®, Financial Advisor
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(469) 828-0044

Plano, TX 75093
kathy.j.bauers@ampf.com

Contact Information


(469) 828-0044
1308 Village Creek Dr
Ste 2000
Plano, TX 75093
www.ameripriseadvisors.com/kathy.j.moore

My Philosophy

I've been helping people reach their goals for 13 years.

I’m passionate about financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. Working with you, I’ll take the time to understand every aspect of your current financial situation, listen to your dreams and aspirations and explain your options to help you make informed choices. I’ll create a plan to help accomplish your short and long-term goals and provide an ongoing review of your plan to help keep you on track as your financial situation and needs change. My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.


Interests

  • I enjoy spending time with my family.
  • I like to play golf and tennis when I can.
  • Twice a year I fly back East to visit my family in MD and PA
  • Finding a charity to work with that I can make a difference.

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Experience

Qualifications

  • Bachelor of Science Degree

Areas of Focus

  • General Financial Planning
  • Women's Financial Strategies
  • Investment Advice
  • Family Planning/Family Changes
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies
  • Charitable Giving

License Information

I am licensed and registered to conduct business in TX.

Based on licenses and registrations I hold, I may also conduct certain business in DE, GA, MD, NC, NJ, NY, PA, SC, TN, MA

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