Judy Armstrong [ChFEBC℠]
St Petersburg, FL 33703
Original Certification Date: 11/21/2014
ChFEBC℠ Number: J011S01G4
Organization: Independent Financial Solutions
Broker Dealer: LPL
Phone: 727-410-6635
Cell: 727-410-6635
Fax: 727-820-1388
Email: judy@indfs.com
Website: www.indfs.com
States Currently Licensed: FL, PA, TX, TN
State Insurance License #: P202279
CRD #: 5780576
Primary Insurance: I partner with a wide range of highly rated companies that offer life insurance, long term care insurance, fixed annuities, fixed indexed annuities and variable annuities such as: American General, AXA Equitable, Banner, Genworth, Hartford, ING, Jackson National, John Hancock, Lincoln Financial, Metlife, Pacific Life, Protective Life, Principal, Prudential, Transamerica
Primary Investment: Registered Representative and Investment Advisor Representative of LPL (Broker Dealer)
Services: I offer a wide range of sound financial products and services for both now and in retirement, in an easy-to-understand, no-hard-sell manner. Because I have relationships with a variety of financial services companies, it provides the resources to offer you solutions that can help you achieve your own financial independence. Services include: income strategies, pension maximization, survivor benefits, Federal Employees’ Group Life Insurance (FEGLI) & Thrift Savings Plans (TSP) for both the Civil Service Retirement System (CSRS) and Federal Employee Retirement System (FERS) employees. I also assist with tax planning.
Additional Information: Judy helps you fully understand the often-confusing maze of your Federal Benefits. She can also assist you with tax planning in your retirement. She is an Enrolled Agent (EA) which is the highest credential the IRS awards. She holds a Series 6, 7, 63 and 65 financial licenses; Life, Health & Variable Annuity insurance license; Chartered Federal Employee Benefit Consultant (ChFEBC), Retirement Income Certified Professional (RICP) Certified Long-Term Care (CLTC) designations, and Real Estate Broker’s license.