THE IFW RETIREMENT ROADMAP EXPERIENCE
I Can’t Wait To Guide You Through Your IFW Retirement Roadmap Experience!
Nancy Hite is an Accredited Investment Fiduciary® (AIF®), Certified Financial Planner™ (CFP®), and Chartered Financial Consultant. ChFC® is dedicated to helping you achieve your retirement goals in the 21 st Century. With an individual personal approach, Nancy takes the time to understand each client’s needs and treats them like family.
Through the IFW Retirement Roadmap Experience, Nancy can assess your retirement score and explore ways to improve your financial journey with fewer sand traps. This includes strategies to minimize taxes in your current retirement plan, utilize techniques on your portfolio to hedge it from market volatility and maximize your retirement income while developing long-term financial security.
As a widower, Nancy values the importance of financial independence. In her free time, she enjoys cooking and playing golf. As a quasi-chef, she can add or reduce the spiciness in your current portfolio. Nancy will coach you, and the final decisions will be yours.
