Do you need a licensed financial advisor or certified financial planner?

I’m not a licensed financial advisor nor a certified financial planner. Therefore, I cannot give you guidance in the areas of stocks, investing, your retirement portfolio, etc.

However, I can refer you to a licensed advisor or certified planner at no cost to you. These are professionals I’ve developed relationships with and who help ChristianaCare caregivers.

They are able to provide complimentary (free), initial guidance in various financial areas. Eventually you’ll reach the limits of their free guidance, at which point you can handle things on your own or hire them for their professional services.

I don’t have any financial stake in the matter. I don’t get any commissions, kickbacks, etc. They don’t share anything about you with me, nor do I ask. I’ll simply put them in touch with you and they’ll take it from there.

So if you’d like to be connected to one of these professionals, please complete the form below: