About Nancy
Nancy M Wilson, CMFC, LUTCF
Experience
I have over twenty-seven 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).