KATHLEEN SANFORD, AIF®
Investment Advisor Representative
ksanford@redhawkwa.com
256-604-8191
4100 Market Street SW, Suite #100
Huntsville, Alabama 35808
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Finance became a center point in my life in 1999 when my husband retired. At that time, I was inexperienced of everything financial and several major mistakes took place. I began searching for answers and started my career in 2004 with Primerica. I soon realized investing, customer service and Financial literacy was the direction to follow. Throughout my time with Primerica to First Command Financial Services and then MetLife/MassMutual, the experience and needs of my clients required were more than what was offered with the current financial institutions whose only focus was selling insurance and/or products. These reasons led me to join Redhawk Wealth Advisors where I can help clients as a Fiduciary and do what is right for the client in a holistic approach keeping in the forefront what the client’s goals and values are. Redhawk shares the same approach and values for holistic planning.
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My goal is to aid my clients in their pursuit of financial freedom by developing a stronger client and/or business relationship throughout our communities. My personal goal is to become my clients trusted advisor and lifetime resource with transparency, respect and not to let my clients make the same mistakes as I have made. I have the support of Redhawk in all capacities with a team that works together with professionalism and dedication.
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I am a fiduciary, financial planner. I am a graduate of Trinity Baptist College in Jacksonville, Florida with a Bachelor of Science degree. I am a member of Calvary Baptist Church in Huntsville, Alabama and an emissary for the Huntsville Chamber of Commerce.
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Outside of business I enjoy my husband of 51 years, 10 grandchildren, 2 great grandchildren on the way, and a spoiled rotten black lab named Annie.
OUR SERVICES
In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.
Financial Planning
We focus on our client's goals and objectives using a client facing platform so you know exactly how we manage your wealth.
Wealth Management
We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.
Retirement Planning
We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.
Legacy Planning
We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.
Tax Planning
We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.
Insurance
RISK NUMBER
FIDUCIARYSHIELD™
