Financial Planning
Description: Senior financial advisors are professionals
who are dedicated to achieving financial security for their client's retirement.
They strive to achieve this goal through strategic financial management of
a senior's income and assets. In their role as retirement planners, they assess
the elder's needs and objectives, and evaluate the long-term adequacy of their
present financial situation to meet their future goals. If determined inadequate,
they work with the client to a find a more suitable long-term plan and develop
an investment portfolio to accommodate this plan. They also address the burden
of estate taxes, in an effort to reduce them, and accentuate the over-all long-term
financial benefit. Furthermore financial advisors assist seniors with getting
money out of their homes through reverse mortgages and cash from their life
insurance policies. Elder Life Planning Network's Senior Financial Planners belong to a nationwide network of professional, licensed Senior Financial Planners to provide the most competitive rates available and outstanding services for elders and caregiviers.
Cawiezell Financial Services
Chartered Life Underwriter, Chartered
Financial Consultant
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Roger Cawiezell has over 35 years of experience in the insurance industry, both in sales and sales management, focusing his services on Retirement and Disability Planning. Roger is a member of the National Association of Life Underwriters. He received his Bachelor of Science in Political Science at Saint Ambrose University in Davenport, Iowa. Roger lives in Raleigh, North Carolina, and his favorite hobby is golfing and fishing with his grandchildren.
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Partis Financial Services
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Partis Financial is affiliated with over 20 different companies, including ING, Allianz,Fidelity, and John Hancock, to provide the highest quality financial opportunities to clients.
Michelle
Partis received her financial planning services training at the
University of North Carolina in Greensboro, North Carolina. A financial planner, specializing
in Elder Retirement Planning, she currently lives in Chapel Hill, North
Carolina.
Kerry Partis earned her Bachelor of Science in Biology
from East Carolina University in Greenville, North Carolina. A financial planner, specializing in Elder
Retirement Planning, she currently lives in Raleigh, North Carolina.
Carol Lawler received her R.N. from Saint Anthony's Hospital School of Nursing, Terre Haute, Indiana and her BSN from University of Wisconsin, Madison, Wisconsin. She became interested in retirement planning while working with older patients in her nursing career. She worked with patients who had worked hard and saved all their lives but did not have adequate retirement planning. Carol feels her understanding of the needs of elders acquired during nursing and training in retirement planning combine to enable her to adequately assist clients. Her main interests are investment planning and long term care insurance.
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One call. One relationship. Our Network can do it all for Elders and Caregivers.
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