Financial Education and Achievement is a reputable financial firm located in Sarasota, FL and Woodfin, NC. With a team of experienced professionals, they provide comprehensive retirement planning services, including workshops, calculators, videos, and market analysis. Committed to their clients' best interests, they adhere to the fiduciary standard and prioritize clarity and guidance in navigating the complexities of retirement planning.
Recognizing the unique financial challenges faced by the Baby Boomer generation, Financial Education and Achievement aims to address concerns such as longer life spans, market volatility, and the changing landscape of social security and pensions. Led by Phillip L. Smelser, a Charted Retirement Planning Counselor, they offer specialized expertise in women's financial security and empower individuals to take charge of their financial future. Through their newsletters and educational resources, they provide valuable insights and strategies to help clients achieve financial security and peace of mind.
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