About Nancy

 

 

 

 

 

 

 

Nancy M Wilson, CMFC, LUTCF

 

Experience

I have over twenty four years experience in the following areas:

  • Serving personal and business communities 
  • Providing individual and comprehensive financial planning with a concentration of Retirement and Business Planning using Qualified and Non-Qualified Retirement Plans, Group Benefits and Tax-Advantaged Investing (Please consult your tax professional regarding your individual circumstances.)
  • Providing Corporate Workshops on hot topics that deeply affect people's life- long financial independence
  • Helping people retire and stay retired

Specialties

I offer a wide variety of professional specialties targeted to individuals, businesses, and groups, including, but not limited to, the following: 

  • Retirement Planning: 401(k) Plans, IRAs/ Roth, SEP Plans, Pension/Profit Sharing Plans, Annuities, and Long Term Care 
  • Business Planning and Comprehensive Planning for Buy/Sell Funding 
  • Executive Bonus, and Estate Conservation
  • Presenting the following Corporate Workshops: 
    • Retiring Early/Retiring Well
    • Estate Care and Conservation
    • Long Term Care Solutions
    • College Funding 

Qualifications

Education

  • Bachelor of Arts (BA) Merrimack College, North Andover, Massachusetts
  • Masters of Art (MA) University of Illinois at Urbana Champaign

Professional Designations:

  • Life Underwriting Training Council Fellow (LUTCF)
  • Chartered Mutual Fund Counselor (CMFC).