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Featured ReportLeaving Your Job? Be Smart About Your Retirement Assets
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Perhaps you have planned for the accumulation of your assets. What about a plan for distribution? If you are retired or nearing retirement, income planning is crucial. Discuss with your Hilliard Lyons Financial Consultant what plan for distribution is best for you. |
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My approach:
As your Financial Consultant, I look forward to helping you get where you want to be. It's my top priority to meet the unique objectives and financial goals of individuals and families like yours. Let's work together to find the investment strategy that's right for you.
I am dedicated to finding your appropriate investment strategy while providing personalized service. I invite you to call or e-mail me today to find out how I can help you accomplish your financial objectives.
| >> Organizations & Associations | - Has been an active member of Soroptimist International of Trenton Area for over 25 years.
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| >> Education & Awards | - Attended The Ohio State University
- Holds Series 7, Series 65 and Insurance licenses
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| >> Background & Experience | - Has over 40 years experience in the financial services industry
- Has worked for over 25 years as a Financial Consultant
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I am licensed in the following state(s):
CA, FL, GA, IL, IN, KS, KY, MA, MD, MI, MO, NC, NJ, NV, OH, PA, TN, TX, VA
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| | ©2012 HILLIARD LYONS. All Rights Reserved.05/18/2012 | J.J.B. Hilliard, W.L. Lyons, LLC, member SIPC, FINRA, and NYSE, INC., provides securities products and services referenced on this site. The information on this site is not intended to be used as the primary basis of investment decisions. It is for informational purposes only and is not a representation by us or an offer or a solicitation of an offer to sell or buy any security. Furthermore, this site has been published in the United States for residents of the United States. It is not intended for use by or to provide information to investors outside of the United States. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For U.S. residents, services or products described may not be eligible for solicitation in your state. We invite you to contact us for further information. Copyright 2007 by J.J.B. Hilliard, W.L. Lyons, LLC, 500 W Jefferson Street, Louisville, KY 40202-2517, Tel. (800) 444.1854
Hilliard Lyons does not offer tax or legal advice. Please consult your tax advisor or attorney before making any decision that may affect your tax or legal situation.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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