Helping You “Thread the Financial Needle” to Avoid Outliving Your Hard-Earned Retirement Savings
BackgroundHarriet’s diverse background in financial services, cutting edge retirement planning tools, advanced estate planning skills and familiarity with all types of business retirement plans set her apart from her peers. Easy going by nature, Harriet enjoys meeting new people and building client relationships based on mutual respect and trust. NetworkingFew financial professionals take the time to work closely with tax and legal advisors. Harriet believes that taking this extra step both enables her clients to stay one step ahead and avoids tax and estate planning mistakes. Investor EducationHarriet hosts free community information sessions to help retirees more fully understand topics of concern to them — Estate Planning, Reverse Mortgages, Avoiding Beneficiary Mistakes, Options as Health Changes, Taxability of Social Security, Annuities, and more. |
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