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.
Experience personalized financial guidance with Nancy Hite and pave the way to many more stressless retirement years.
Securities and investment advisory services are offered through Osaic Wealth, member FINRA/SIPC. Osaic Wealth. is separately owned, and other entities and marketing names, products, or services referenced here are independent of Osaic Wealth. Neither Osaic Wealth. nor its representatives offer tax or legal advice. The Strategic Wealth Advisor® LLC 1200 North Federal Highway Suite 200 Boca Raton · FL 33432 · USA 561-997-8800 The Strategic Wealth Advisor® LLC is independent of Osaic Wealth 062821 #23512864