Kathleen McQuade offers financial planning and consulting services to individuals on a fee-only basis. These services include investment planning, retirement planning, insurance planning, education planning, and estate planning. The advice is tailored to each client's individual needs, time horizon, risk tolerance, and financial situation. Kathleen McQuade does not manage client accounts directly.
Assets Under ManagementN/A
Clients10
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Kathleen McQuade does not manage investment accounts directly. She provides investment advice as part of her financial planning and consulting services, but clients implement the recommendations themselves.
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