Nancy Hite is a Certified Financial Planner™ (CFP®), an Accredited Investment Fiduciary® (AIF®), a Chartered Financial Consultant (ChFC®), and is dedicated to helping you achieve your retirement goals in the 21 st Century. Nancy takes the time to understand each client’s individual needs in detail and treats each client like a family member.
Taking you through the IFW Retirement Roadmap Experience, Nancy will interpret your retirement score and open your eyes to new ways of improving your financial journey through retirement and minimizing risks to your financial health. This includes strategies to minimize taxes in your current retirement plan and when you withdraw funds, strategies to protect your portfolio from market volatility and strategies to maximize your retirement income in order to develop long-term financial security.
As a highly-credentialed professional with decades of experience and as a widower, Nancy understands the importance of financial independenceand strives to help each of her clients achieve financial independence. In her free time, she enjoys cooking and playing golf.
Nancy is a great teacher and financial planning guide with access to the best financial products and solutions from a wide variety of top companies.
While Nancy will teach you, guide you and inspire you, the final and the final decision on any financial product or solution will be yours.
Book a free no-obligation meeting with Nancy Hite, CFP, AIF, ChFC today.