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Kathy Armstrong, MBA,CFP®,CRPC®

Heritage Financial Consultants

307 International Cir
Ste 390
Hunt Valley, MD 21030
Phone: (410) 771-5655
Fax: (410) 785-0044

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Household Income Minimum: $200,000
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

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