Welcome to KTR Financial Solutions!

KTR Financial Solutions offers retirement planning, savings strategies for unexpected events and insurance needs analysis for Individuals, Families and Business Owners, using Investment and Insurance solutions to help them achieve Financial Success!

It is important to work with someone you trust, someone who listens and understands your financial concerns. 

My goal is first to help you make sense of your current finances, and secondly to bring all of the pieces together so we can implement a strategy that is designed to protect you from financial pitfalls and guide you to a future of financial security.

I am very passionate when it comes to educating people about finances and risk management, so that they are empowered to make informed decisions about their money…… there is no such thing as a “Stupid Question”!

RECENT ARTICLES

5 costly money mistakes millennials make

If you’re a millennial, you’ve probably heard the usual money advice: save early, spend less, invest smart. But let’s face it—real life …

active vs passive investing your best bet

The debate between active and passive investing has been going on for decades—and for good reason. Both approaches have their strengths, but …

why everyone needs an estate plan

Ralph had always worked hard for what he owned. But after watching friends and acquaintances struggle with messy estates, he realized that …

HOW WE HELP

protecting your family.webp

ESTABLISHED FAMILY

You are more experienced now, your bank account is larger, and it is easier to think further ahead. Paying...

your legacy.webp

PROTECTING YOUR FAMILY

Without barely a moment’s thought, you would protect your family from an immediate threat. But would you...

your retirement.webp

YOUR INVESTMENTS

Do you ever feel like life is too automated? Maybe you’re suspicious of the cruise control feature on your...