Patricia Kane (CDFA, CFP, MBA)

Patricia Kane focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Corporate Executives
  • Divorce Planning
  • Hourly
  • Investment Advice with Ongoing Management
  • Women's Financial Planning Issues

Planning Specialties

·       Financial counseling for 25 to 35 year old professionals, especially those who are considering graduate school and paying for it with loans.

·       Financial Planning for 35-45 year old professionals; including corporate executives who are accruing stock benefits and parents who are preparing for college expenses.

·       Financially empowering women to achieve financial independence. Specializing in working with corporate women executives, women in transition (retirement, divorced, widowed), and women business owners.

·       Retirement planning for empty nesters and transitioning into and planning through retirement.

·       Social Security Claiming Strategies.

·       Strategies for minimizing tax impact on required minimum distributions.

·       Portfolio Management.

Additional Information

Patti is a devoted runner, a hobby that she and her husband Steve took up when they became empty nesters.  She enjoys yoga classes and loves to read.

Patti is actively involved in both community and social organizations.  She presently serves on the board of directors of PLAN of Connecticut, is the membership chair of the Financial Planning Association of CT Valley and is the immediate past President of the College Club of Hartford.

Patti and Steve are the proud parents of two twenty-something year old daughters.  Their youngest is a recent Endicott College graduate and will be pursuing a career in physical therapy.  Their oldest received her Masters in Education from Harvard and will be working for a research firm in California.

 

NAPFA Start Date

June 20, 2016

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This Office

1 Darling Dr Avon, CT 06001-4244 Phone: (860) 712-6839