Katherine Edwards

I’m a financial planner who helps individuals and families gain clarity and confidence about their financial future. While I work with clients at all stages of life, I specialize in helping pre-retirees and retirees create personalized retirement income strategies—so they know exactly where their first dollar in retirement will come from, how to invest wisely, and how to make the most of their savings. Whether you're five years from retirement or already enjoying it, I’ll help you navigate the transition with tax-efficient planning, steady income, and peace of mind.