Providing Comprehensive Financial Planning Services. Convenient North Central Phoenix Office Location.
Nancy A. Loveland has more than thirty years of experience in the financial industry. Originally from Ohio, she earned her BBA from Kent State University and her MBA from Wheeling University. She completed the CFP Program from the college for Financial Planning in Denver, Colorado in 1984 and received her CFP® Certification in 1985. She has completed post-graduate work in tax planning, retirement and employee benefits, estate planning, mutual funds and general investment counseling.
Ms. Loveland is securities licensed with United Planners as Series 7 (General Securities Representative), Series 24 (General Securities Principal), and Series 63 (State Securities Licensing). She is licensed by the Arizona Department of Insurance for life, health and variable annuities.
Nancy can help with:
401 K Rollovers
Establishing Retirement Plans For Small Businesses
College Savings Plans
Estate Planning
Roth & Traditional IRAs
Insurance Needs
Long-Term Care Coverage
Investments-Broad Range
Financial Planning
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.