PROFESSIONAL PROFILE
Kathleen M. Hanson
https://public.websteronline.com/personal/investment-management
Professional Approach
Kathleen provides holistic wealth management services that address the full spectrum of her clients’ financial concerns, including investments, life insurance, family finances, retirement and estate planning.
Working closely with each client, Kathleen uses sophisticated analytical tools and a wide range of investment and insurance products to develop a strategic financial plan that puts her clients’ needs first. With the plan in place, Kathleen monitors its performance on an ongoing basis, and makes any adjustments as needed.
Kathleen has 36 years of financial industry experience of which 20 years is in investment services. Her high level of performance earned her a membership in LPL Financial's Director's Club which is based on annual production, and in 2018 Kathleen was named to LPL Financial's Patriot's Club.