Century Heritage Financial Advisors

Personal

For more than 20 years, through workshops and personal interviews, I’ve helped my clients make sound financial decisions – decisions that have stood the test of time. Taking into account investment time-line, investment objectives and risk tolerance, I can help you develop a personalized plan that works toward meeting four key financial goals:

1. Wealth accumulation during your working years.
2. Managing your investments
3. Confidence and independence in your retirement years, and
4. Estate and Inheritance planning

Periodically, we will review your plan and make adjustments as needed. As your financial needs evolve, I can help you make sure your plan stays on track.

Helping clients plan for retirement is one of my primary services. My job is to help you – whatever your age – create a sound strategy to work towards your retirement goals – a strategy that addresses these important questions:

• Is your retirement money invested properly?
• Will you have enough income in retirement?
• What should you do with an existing retirement plan from a previous employer?
• Is your insurance up to date and is the coverage adequate?
• How will you pay for long-term care?

It’s easy to get started. Please contact me for a no-cost, no-obligation consultation.

My Professional Experience…

• CERTIFIED FINANCIAL PLANNER™
• Over 20 years experience as Financial Advisor, including 12 years as a manager.
• FINRA registered. Securities registrations currently held through LPL Financial.
• Licensed Insurance Agent.

My Professional Services

Securities and advisory services offered through LPL Financial(LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Century Heritage Federal Credit Union and Century Heritage Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Century Heritage Financial Advisors and may also be employees of Century Heritage Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Century Heritage Federal Credit Union or Century Heritage Financial Advisors. Securities and insurance offered through LPL or its affiliates are:

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial lnstitution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.