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MassMutual financial professional.

Katy Stevickemail

Align Financial Planning

701 Hay Street
Fayetteville, NC 28301

  • Professional Story

    I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you.  I will help you:

    • Define your personal financial goals
    • Develop a financial strategy that can help you achieve these goals
    • Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
    • Implement your strategy with products and services that help meet your needs.  

    Education

    Baylor University (2007-2011)

    Affiliations & Memberships

    Lifetime Member of the Association of the United States Army

  • Languages:
    • English

  • Specialties:
    • Insurance Strategies
    • Business Owners
    • Military
    • Retirement Income Planning
    • Retirement Strategies
    • Estate Planning
    • Risk Management Strategies
    • Business Succession Planning
    • Investment Strategies
    • College Funding Strategies
    • Financial Education

  • Online Services

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