…Custom Solutions for the Affluent
Katie is a former hairstylist who transitioned into a career in life insurance. She is now working in our illustration department to help provide tailored quotes for each of our clients’ unique individual needs. Married and a proud parent of a young daughter, Katie values the importance of protection and peace of mind-both in life and in business. When not working, she enjoys cooking and baking with her daughter, creating cherished memories with every meal.
Disclosure: Financial Strategies Group, LLC is not a legal or tax advisor. This communication may contain federal tax information which is not a covered opinion as defined by Circular 230 and is limited to the federal tax issues addressed herein. Additional issues may exist that affect the federal tax treatment of the transaction. The communication was not intended or written to be used, and cannot be used, or relied on, by the taxpayer, to avoid federal tax penalties. Please consult with your legal, accounting, or other tax advisor prior to taking any action.
Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W. Dry Creek Circle, Suite 575, Littleton, CO 80120, 303-797-9080. FSG is not affiliated with The Leaders Group, Inc. http://www.finra.org/ http://www.sipc.org/
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