Kathryn J. Hower, CFP®
Sr. Wealth Advisor and
Director of Financial Planning
My focus is to provide clarity to others regarding their financial picture, today and in the future. As Financial Planner, I can run analyses on a number of areas that aid in establishing a game plan for meeting ones life goals, including but not limited to: funding college educations, ensuring a secure retirement, providing financial security to loved ones, and developing a legacy to pass along to the next generation.
Personal Financial Planning Experience
- Over 30 years experience providing fee-only financial planning and investment management services to high net-worth individuals.
- These services include comprehensive plan preparation with extensive estate, cash flow and retirement planning, tax and insurance analysis and advice.
Career History
- Bedel Financial Consulting, Inc., Sr. Wealth Advisor & Director of Financial Planning.
- Goelzer Investment Management, Inc., Client Wealth Advisor.
- Tobias Family Office, Financial Manager.
- Oxford Financial Group, Ltd, Client Service Advisor.
Educational and Professional Designations
- Certified Financial Planner™ certification, College for Financial Planning.
- Bachelor of Science, Personal Financial Planning and Counseling Major, Purdue University.
Professional Activities & Accolades
- Recipient of Five Star Wealth Manager Award, Indianapolis Monthly - 8 Year Winner (2014 - 2021)
- Member, Financial Planning Association.
- Member, Perspectives Class One-Women’s Fund of Central Indiana.
- Member, Estate Planning Council.
- Member, Professional Wealth Study Group.
Check out more fun facts about Kathy:
BLOG POSTS
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Senior Care Housing Options
Where will you live if you need some type of assistance? Reviewing the options can be overwhelming. Before making a decision, have a clear understanding of the services provided as well as the financial impact.
Avoiding Credit Score “Dings”
With the sound of holiday bells in the air, don’t turn a pleasant ring into a dreadful ding! Overspending on credit cards for all that shopping and merriment could turn that nice ring into a credit score “ding” in January.
Tax Reducing Strategies for RMDs
If you are over 70 ½, read this article! The Internal Revenue Service requires you to withdraw a minimum amount each year from your retirement accounts. If you don’t need the money, you have options that can reduce your taxes either this year or in the future.