About Katharine Katharine Chaney-Jones, CLTC, LUTCFFinancial Services ExecutiveRegistered Representative, Special Care PlannerAs a Financial Services Representative, Katharine has spent her career establishing and developing long-lasting relationships with her clients to help them define and achieve their financial goals.Katharine's goal is to help individuals and businesses create and maintain wealth, through financial strategies and in accordance with their financial objectives, risk tolerance and time horizon. Through in depth analysis she and her team determine the appropriate strategies to grow, manage, preserve and transition a client's estate. Katharine's primary areas of focus are:Retirement Funding Solutions - (Defined Benefit Plans, IRA's, SEPs, Keoghs, 401(k), and 403(b)Special Care PlanningLife InsuranceDisability Income InsuranceLong-Term Care InsuranceInvestment and Asset Allocation StrategiesEducation Funding StrategiesTax Saving Strategies Health InsuranceMedicare Complimentary Financial Literacy programsKatharine has also dedicated her time establishing relationships with other financial professionals in order to provide specialized services in all areas that her clients may want or need. These relationships help to facilitate a team-based approach in which she can help provide her clients with support for all aspects of their financial lives. Katharine gives back to her community by hosting educational retirement seminars and literacy programs.Educational and financial literacy programsCertified in Long-Term Care (CLTC) DesignationGraduate: University of WI-MadisonLUTCF: Life Underwriter's Training Council FellowMember: Million Dollar Round Table (MDRT): Lifetime memberMember: National Association of Insurance & Financial Advisors (NAIFA)Registered representative and licensed to sell life and health.Domiciled in CTKatharine is licensed and registered to offer products and services in CT. Licenses and registrations will vary.Domiciled in CT.