Kita, Gorman and Associates

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Terence Kita

Terence Kita

CFP®, MBA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Terence Kita's website

Team

Stacey R. Heikkila

Stacey R. Heikkila

Paraplanner

Qualifications

  • • Stacey received her B.S. in Hotel, Restaurant, Institutional Management from Pennsylvania State University in December of 1998.
  • •Series 7, 63, and PA Life, Accident and Health licenses.
  • • She has over 17 years of experience with Ameriprise.
View more

Stacey Cohen

Paraplanner