Carol Bethune, Mba, Cfp® Email & Phone Number

Carol’s investment management and personal financial planning services help clients develop and implement strategies that work toward creating and preserving financial independence. She primarily works with people approaching or in retirement or experiencing other life changing events, such as divorce or the death of a loved one. Carol strives to create an atmosphere of openness and trust with all her clients. She listens, explains complex financial concepts in plain English, and celebrates their success. Carol has more than 12 years of experience in the financial services industry. Prior to joining Preisz Financial in 2004, she worked with American Express Financial Advisors, Inc. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to See Contact Info section above. Investment advice offered through PREISZ Financial, a Registered Investment Advisor and separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Specialties:• Investment Management• Retirement Planning• Retirement Income Planning• Social Security Filing Strategies• Suddenly Single Women

Listed skills include Investment Management, Retirement Planning, Retirement Income Planning, Retirement, and 2 others.