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Kathleen Sanford -- Financial Planner (Fiduciary) Serving FAA Employees and Their Families ... Here is her story..
Manage episode 315261729 series 3293599
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Kathleen's Husband Jim is a retired ATCS. Her goal is to prevent anyone from going through the same mistakes they made when they retired.
This is why she became a Financial Advisor and is now a Fiduciary. (which means – She must do what is right for the client and not what benefits her financially)
Few people understand everything that is involved with their benefits, how they work and what they provide and mostly what they can lose in their later years thinking they are being provided the best option. This is not always the case.
No one likes to discuss money. We were raised that it is no one else’s business and truly that is correct, but understanding or Financial Literacy is key.
"Not many people can control traffic and there are not many advisors that have been in both places -in my case a wife of a ATCS for 31 years and I am a Financial Adviser because of it. "
For more information on your federal retirement go to www.fedchecklist.com
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