Katherine Nixon

Kathy has been helping business professionals and retirees since 1975.  Although she has several designations, none are as meaningful to her as the life experiences of many clients and family members which have shaped her career.  Her firm began in 1990 and will soon celebrate 21 years of service to the community.   Speaking on different tax-advantaged longevity planning strategies and giving workshops which help others reach their goals is rewarding for her.  Helping families plan ahead to leave a legacy that is more just their money is her stated purpose.  She write articles on retirement decisions, extended care choices, and estate tax planning opportunities.  Her team provides frequent workshops on current extended care choices, global outlooks, tax law changes, and estate planning strategies.  She has been honored with awards from her peers for her continued efforts to help others understand the importance of giving back to their communities.

Education: Certification, Long-Term Care Professional (LTCP) Certification, Long-Term Care (CLTC) State of Texas, Certified Public Accountant (CPA) Certification, Personal Financial Specialist (PFS) Certification, Certified Professional Coach (CPC) Texas A&M University, BBA Degree in Accounting Personally:  Raised in Bellaire (Houston), TX, She and her husband, Kenny, have been married since 1977 and have had a home in Northwest Houston since 1980.  She enjoys spending time with her family, taking pictures, attending Impressionist art exhibits and Broadway plays, relaxing at their home in Colorado, and reading a good book. Email:    knixon@knixon.com Website:  www.KatherineNixon.com Kathy is a licensed CPA, financial advisor, and insurance agent.  Her firm, Longevity Planning Strategists, is not a CPA firm.  Insurance is offered as an independent agent.