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Katherine S. Newton, CFP®, ChFC

Waite Financial, LLC

PO Box 1177
Hickory, NC 28603
Phone: (828) 322-9595
Fax: (866) 716-8663

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care
  • 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.