Tanya, LPL Financial Advisor to the Wealth Management Team brings over 21 years of experience working with members of Palmetto Citizens Federal Credit Union, to include over 15 years with Palmetto Citizens Investment Services. She has lived in the Northeast Columbia area for over 30 years and currently resides at Lake Wateree with her husband, Jerry. Together, they have two married sons and a precious granddaughter. In her spare time, she enjoys boating, paddleboarding and baking.
Helping you reach your financial goals is Tanya’s number one objective. Working together, she will help you make sound financial decisions consistent with your comfort level, investment timeline and goals. Tanya can start small and grow or evaluate and build upon any existing financial plan. The result will be a strategy designed to help you invest, preserve, use, and transfer assets in advantageous way. Periodically she will review your situation and adjust as needed. It just makes sense - as your life changes, so does your financial needs, and Tanya will be there for you at every stage of your life. She has a strong history of working with credit union members, their family, and their friends. Tanya has access to a wide variety of investment and insurance products. Specifically, she can make sure you have solid answers to these key questions:
- Will you have enough income in retirement?
- Nearing retirement, do you know your retirement options?
- Financially, what would happen to your family and your investments after you have passed?
- Have you recently changed jobs?
Call for more information or to schedule an appointment for your no-cost, no-obligation consultation today!
