What We Do
Discover the services we provide
Kindred Spirits Wealth Management focuses on developing sound retirement strategies for our clients. Our hands-on, personalized services ensure women and their families feel empowered when making decisions about their finances. We use our wisdom from years of experience to bring your vision of the future to life.
Making Investment Decisions
- Mutual Funds
- IRAs
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Educational savings accounts
- 529’s
- Brokerage Accounts
Financial Planning
- Retirement Plans
- Retirement Income Distribution Planning
- 401(k) Planning
- 403(b) Planning
- College Plans
- Estate Plans
- Tax Plans
Protecting Your Family
- Life Insurance
- Whole Life
- Variable Life
- Universal Life
- Term Life
- Long term care
- Hybrid Policies
- Annuities