Nancy A. Munson, CFP, Financial Advisor

Description

My Approach: Whether it's a long way off, fast approaching, or already a reality, you have dreams and goals for your retirement. I will work with you to ensure you have a roadmap that takes your entire financial picture into account and adapts to your changing needs. Nothing is more gratifying than seeing my clients achieve a confident retirement. Qualifications CFP® CERTIFIED FINANCIAL PLANNER™ practitioner CDFA™ Certified Divorce Financial Analyst