We are pleased to announce Kathryn Hite as the latest addition to the Allgen Financial Services’ financial advisory team. Kathryn joins Allgen Financial Services, Inc. after five successful years as a Regional Leader with Primerica Financial Services, Inc, one of the largest personal financial services firms in the world. Kathryn brings a background of expertise in life insurance, debt consolidation, mutual fund investment, variable annuities, and long-term care insurance to Allgen’s retirement asset management practice.
Kathryn is a graduate of Transylvania University in Lexington, Kentucky where she earned a Bachelor of Arts degree with dual majors in Accounting and Computer Science. Kathryn began her career as an internal auditor and held various positions throughout her career including Y2K Technology Project Vice President for AmSouth/Regions Financial Bank.
Senior Partner Paul Roldan said, “We are excited about having Kathryn Hite on our team. She provides a great blend of strong analytical skills and practical solutions to those in need of financial planning and investment guidance. Our future looks even brighter with Kathryn as a member of our team.”
Allgen Financial Services, Inc. (www.allgenfinancial.com) serves individuals and couples at The Villages in Florida. Despite the economic downturn in 2008, Allgen continues to grow. In 2009, Allgen plans to have a greater presence at The Villages, Florida. “We are excited to continue serving individuals and couples retiring in Florida’s premier lifestyle communities,” said James Zimbardi a Senior Partner at Allgen Financial Services, Inc.
As a fee-only investment advisory firm, Allgen is able to serve current and new home owners at The Villages with objective retirement investment advisory services. Allgen custodians its client’s assets at Charles Schwab Institutional.
With 80+ million baby boomers retiring and moving to communities like The Villages, there is a critical need for retirement planning and investment advisory services. In addition, investment advisory services tend to play a more important role when investors are uncertain about market conditions. Since many major financial institutions are making significant cuts and layoffs, independent firms like Allgen are benefiting. It is able to demonstrate bigger is not necessarily better. More and more people are reaching out to Allgen because they have lost their advisor, or they are unsatisfied with the level of service they are receiving in these current market conditions.
Allgen specializes in retirement asset management for both individuals and businesses. It serves business owners, high-net-worth individuals, individuals in career transition, and retirees.
For professional investment advice:
Allgen Financial Services, Inc.
888.6ALLGEN (888) 625-5436
advisors@allgenfinancial.com
www.allgenfinancial.com
We are pleased to announce Kathryn Hite as the latest addition to the Allgen Financial Services’ financial advisory team. Kathryn joins Allgen Financial Services, Inc. after five successful years as a Regional Leader with Primerica Financial Services, Inc, one of the largest personal financial services firms in the world. Kathryn brings a background of expertise in life insurance, debt consolidation, mutual fund investment, variable annuities, and long-term care insurance to Allgen’s retirement asset management practice.![[del.icio.us]](http://www.allgenfinancial.com/financialnews/wp-content/plugins/bookmarkify/delicious.png)
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