Kathryn Starkovich

Financial Advisor, Financial Planning Specialist

Contact Me
Kathryn Starkovich

MY MISSION STATEMENT

Customized investment and financial strategies for clients like you

My Story and Services

Welcome

For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve.

My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked and determine how we can help you adjust your investment strategy to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.

Access to Private Banking >

Services Include

  • Wealth Management
  • 401(k) Rollovers
  • 529 Plans
  • Asset Management
  • Cash Management
  • Corporate Pension Funds
  • Defined Contribution Plans
  • Estate Planning Strategies
  • Financial Planning
  • Fixed Income
  • Lending Products
  • Life Insurance
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Planning for Education Funding
  • Qualified Retirement Plans
  • Retirement Planning
  • Stock Purchase Plans
  • Trust Accounts

Securities Agent: AK, CA, CO, FL, GA, IL, MD, MI, MN, NC, NJ, NM, NY, OR, PA, TX, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1270071


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Location

Location

  • 2200 Rimland Drive, Suite 105
  • Bellingham, WA 98226


    Client Service Team

    Client Service Team

    Janet Shepherd

    Financial Planning Associate, Portfolio Associate


    Janet M. Hanson
    Portfolio Associate


    Janet graduated with her Bachelors in Economics and a minor in Psychology from Western Washington University in 2006.  She has been in the Investment industry for more than 14 years and holds and maintains her general securities and insurance licenses. Janet started in the industry as an intern in 2003.

    Janet is ready to help with such things as:

    Identity Theft monitoring and other Premier Cash Management Services
    Assisting with MS Online Enrollment & going paperless
    Mobile app and Mobile Deposits
    Morgan Stanley card through American Express
    Updating IRA Beneficiaries
    Address & Employment Updates
    Scheduling portfolio review meetings and calls

    Janet’s volunteer experience includes teaching economics to elementary school children through the Junior Achievement program, assisting with WWU Alumni Association events, and volunteering with the Chris Elliott Glioblastoma Brain Tumor Research Fund fundraising and awareness events.  In 2015, Janet joined the Bellingham Brain Cancer Walk committee as the 2016 & 2017 Sponsorship Chair.

    Outside of the office, Janet enjoys spending time with her husband and preparing for their first child, expected mid-March, 2018.

    Associations

    Associations

    • Burlington Rotary President Elect
    • Burlington Chamber of Commerce Ambassador
    • Burlington Chamber of Commerce Director

    Education

    Education

    • BA in Finance & Economics, Minor in Accounting
    • Series 7 - General Securites Representative
    • Series 66- Combined Investment Advisory Agent & Uniform State Exam
    • Life, Health, Variable & Long Term Care Insurance Licensed
    • Registered Investment Advisor in 18 states

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact Kathryn Starkovich today.

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