Helping military and federal government families is a special niche, one that requires some specialized knowledge and a level of empathy that not too many advisors can showcase. Their needs are specific and specialized, and the advisor’s skill set must follow suit to serve them well. Kate Cote has developed a practice around these skills and knowledge, and her clients are as loyal as can be as a result. Don’t miss this fact-filled episode on niche practice development as its finest. Kate Cote, specializes in helping active and retired military families transition to the private sector and federal government employees navigate towards retirement. Kate is the owner of Red Clover Financial Planning, an independent financial advisory firm that offers its clients a personalized holistic approach to financial health and personal happiness that is accessible no matter where life takes them. Kate has over 20 years of experience in the financial service industry and is a certified financial planner. She is committed to delivering financial plans that serve as a comprehensive action-oriented roadmap. As a military spouse and after years of experience helping government employees, Kate is well-versed in the benefits and challenges employees in these areas face and desires to […]