Nancy M. Hairsine, CFP® RFC® Lifetime Planning

Nancy Hairsine

Nancy M. Hairsine, CFP® RFC®
Lifetime Planning
Investment & Financial Services
http://www.lifetimeplanningfs.com/

Senior Situation:

Do I have enough money to make gifts to my favorite charities and see my gifts at work while maintaining my lifestyle or do I need to wait until I die?

 

Senior Solution from Nancy M. Hairsine:

Many clients want to see their gifts at work during their lifetime but are afraid they will run out of money. They also want the flexibility to be able to control where their money is being spent now. Once we identify your goals through the Discovery Experience Process and review your assets, we can implement a strategy that works for you. This is a win-win for the donor and donee.

 

MEMBER: Nancy M. Hairsine CFP® RFC®
EMAIL: nhairsine@forestersequity.com
OFFICE: 925-643-5658
CELL: 925-643-5658
SERVING: East Bay
ADDRESS: 2261 Concord Drive, Pittsburg, CA 94565

ABOUT NANCY M. HAIRSINE: Nancy grew up on a modest farm in southeastern Minnesota. She learned very early the importance of hard work and over the years understood the importance of preserving that capital earned year after year. Today, she correlates those experiences in helping clients understand volatile markets and how to protect their assets.

 

Nancy is the founder of Lifetime Planning, an investment and financial services company. She is a Certified Financial Planner® practitioner, an investment advisor representative, and branch manager with Foresters Equity Services. She holds Series 6, 63, 26, and 7 licenses and has worked in the financial services industry for over 20 years.

 

Nancy is an active member with the Financial Planning Association of the East Bay, serving as president in 2009, and spending five years on the board of directors. She was a 2 year board member at large of the National Association of Insurance and Financial Advisors – Mt. Diablo Chapter known as NAIFA. She used this opportunity to hone her leadership skills and to give back to her profession. Nancy serves the local community by offering free financial advice during Financial Planning Week as well as offering her services to our veterans in helping them attain benefits that they do not know they’re entitled to.

 

She was selected as one of San Francisco East Bay Wealth Managers and was recently featured in Proactive Advisor Magazine.

SERVICES

 

At Lifetime Planning it is our goal to provide strategies and direction to support clients through life stages and transitions with care and compassion. We specialize in helping clients develop a comprehensive strategy that fits their goals and objectives. Our services focus on the specific and unique needs of our clients as identified through the Discovery Experience Process.

 

Disclaimer: Nancy M. Hairsine is an Investment Advisor Representative with and offers securities and advisory services through Foresters Equity Services, Inc / A Registered Investment Advisor / Member FINRA, SIPC. Nancy is not affiliated with any of the other professional individuals listed. Lifetime Planning and Foresters Equity Services, Inc. are separate unaffiliated entities. Senior Solutions is a separate entity.

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