Patti L. Lerch [ChFEBC℠]
15 Francis Court
Stafford, VA 22554
Original Certificate Date: 11/27/2019
ChFEBC℠ Number: 79LSP1114
ChFEBC℠, HR Certificate: 12/16/2021
Organization: Hartquist & Noblet, LLC
Phone: 540-659-0300
Cell: 540-295-4356
Fax: 800-327-1430
Email: patti@solution4you.com
Website: www.retireforyou.com
States Currently Licensed: VA
State Insurance License #: 857650
CRD #: 6168502
Primary Insurance: As an independent, we use any insurance company that carries the best product for your client’s needs
Primary Investment: Howard Capital Management, Solomon API Financial Advisors
Services: Federal retirement planning, estate planning, retirement income planning, investment management, Social Security planning, TSP, 401(k), IRA, Roth IRA and RMD planning, tax efficient retirement planning, Medicare planning, Legacy plans, Long Term Care planning, spousal survivorship plans, Lifetime income plans, estate settlement, incapacitation planning, debt elimination planning
Additional Information: Certified Financial Fiduciary (CFF), Member of National Ethics Association (NEA), Certified in Long Term Care (CLTC), National Institute of Certified Estate Planners Certified Estate Planner (CEP), National Institute of Certified Estate Planners Master Certified Estate Planner (MCEP)