Services
Over the years of her experience and professional study, Judy has helped clients address a wide range of financial matters involving life insurance, family business, disability income insurance and long term care. She has also helped non-profit, educational and social service programs define and reach their goals.
Judy is a Special Care Planner, assisting families facing the challenge of caring for a loved one with special needs. Her membership in the Daughters of the Nile, a Masonic organization deeply committed to the work of the Shriners Hospital, contributes to her personal motivation for this opportunity.
Judy often collaborates with colleagues whose specialties offer enhanced planning expertise for her clients. She likes to create a “team” of professionals to see a client plan through to completion, and who will be available for ongoing consultations and regular reviews.
Those Letters After Judy's Name Are Important
CLU stands for Chartered Life Underwriter and represents Judy's in-depth knowledge of the insurance needs of business owners, individuals and families.
ChFC stands for Chartered Financial Consultant and represents Judy's professional competence to meet the financial planning needs of individuals, business owners, and professionals.
CLTC stands for Certified in Long Term Care and represents the constantly updated training needed for Judy to help clients manage the risk of long term care.
Judy's CLU and ChFC designations were earned through 13 intensive semester-length courses, each requiring an extensive exam. This level of training has helped enable Judy to become an Investment Advisor Representative of MML Investors Services, Inc., fully qualified to offer fee-based financial planning to clients.