Sharon Phelps
MBA, CFP®, FIC
Financial Advisor
CREATING COMPREHENSIVE FINANCIAL PLANS - HELPING PLAN WHEN TO RETIRE
State(s) Licensed: CO, IN, OH, PA, TX
Phone: 740-587-5298
Address:
120 W Broadway
Granville, OH 43023
CREATING COMPREHENSIVE FINANCIAL PLANS - HELPING PLAN WHEN TO RETIRE
State(s) Licensed: CO, IN, OH, PA, TX
CREATING COMPREHENSIVE FINANCIAL PLANS FOR YOU
Get the retirement lifestyle you seek. A huge focus today is identifying the right time to begin taking Social Security, carefully examining pension options and creating other lifetime income sources. I find that my compassionate and values-driven focus puts women (and men) at ease.
I specialize in the following:
• Comprehensive planning
• Retirement income planning
• Retirement accumulation
• Long term care insurance
• Life Insurance
• Investments
• Working with widows and divorcees
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Location
Granville Office
- Phone:
- 740-587-5298
- Fax:
- 740-587-7820
- Mobile:
- 740-973-3061
Hours
Monday through Thursday - 9 to 4
or by appointment
Friday - by appointment