Voluntarias Savvy Ladies
Biografía del voluntario
I am a CFP® with more than 20 years of financial planning experience. I focus on retirement and retirement income planning, investing and taxes in retirement. I speak on Social Security and Medicare in retirement and divorce across the country.
Áreas de especialización (especificadas por el voluntario)
Jubilación y planificación de la renta de jubilación, planificación fiscal en la jubilación, Seguridad Social, gestión de inversiones, divorcios repentinos de solteros y viudas
I collaborate with individuals and families transitioning into retirement, divorce, or widowhood who want to sustain and grow their wealth while ensuring the people and causes most important to them are taken care of.
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Integra Shield Financial Group LLC and Cambridge are not affiliated.
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