Your Retirement Navigator
Americans are living longer and spending more time than ever in retirement. How can you make sure you have enough to retire? Equally important, once retired, what’s the smartest way to tap your assets? When should you start taking Social Security?
The way you answer those questions could affect your—and your spouse’s—retirement income and standard of living for the rest of your lives.
I specialize in supporting individuals, couples, and small-business owners who are nearing or in retirement. In fact, I am among a select group of U.S. professionals to hold the Retirement Income Certified Professional® designation, underscoring my focus in areas including asset “decumulation,” Social Security, income taxation, estate issues, health insurance, and other risks to retirement income. I conduct retirement and Social Security workshops for a variety of audiences including Baby Boomers and professional organizations.
As your retirement navigator, I will work with you on a customized strategy to guide you through your golden years. And, because retirement planning is just one piece of a complex financial picture, I will help you identify and achieve other goals, from saving for college to securing your family’s future.
Services
- Financial planning: Retirement planning, long-term care planning, education funding, fee-based financial plans
- Business planning: Succession, exit and transition planning, 401(k)s, SEPs, SIMPLEs, pension/profit sharing, buy-sell, deferred compensation, non-qualified retirement plans, corporate-owned life insurance, group health insurance
- Risk management: Annuities; life, disability, and long-term care insurance
- Investments: Mutual funds, fixed income, managed accounts, IRAs, 401(k)s, 403(b)s, college savings plans
Academic credentials
- MBA with distinction, with a concentration in Finance, California State University-Northridge
- BBA in Market Research, magna cum laude, Baruch College, The City University of New York
- Certificate in Retirement Planning, The Wharton School of the University of Pennsylvania
- Certificate in Personal Financial Planning, UCLA Extension
- Retirement Income Certified Professional®, The American College of Financial Services
Licenses
- FINRA Series 7 and 66
- Life, health, disability, and variable contracts, California
- Long-term care, including Partnership policies, California
Memberships
- ProVisors
- San Fernando Valley Estate Planning Council
- Valley International Business Group
- Valley Senior Resource Network
- WIN – Women in Networking
To schedule a complimentary consultation, contact me at joanne.crowley@equitable.com or 818.587.4271
Securities offered through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network Insurance Agency of California, LLC. CA Insurance Lic #0H55497. Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.