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Kathryn K. Lund, CFP®

Mosaic Financial Advisors LLC

6 Crusade Rd
Westford, MA 01886
Phone: (978) 692-4475
Fax: (978) 692-9461

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Sudden Wealth
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: Comprehensive financial planning and investment management for families and individuals

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.