In 2002, I launched my second career in wealth management. As I have worked with clients over the years, I see firsthand the power of being proactive in managing finances, in planning for retirement, and in protecting our families and assets from the unforeseen.
Although women are proven problem solvers and highly resourceful, we tend to lack confidence when it comes to our money in areas of investing, saving, or protecting our financial well-being. We often fail to take the time to discuss and develop a plan of action to secure our financial future. We are driven to do many things, except self-care and what is best for us - be it our health, our wealth or our emotional well-being.
I am passionate about educating women on the importance of financial planning and helping them get on a path to reach their financial goals. Regardless of the life stage in which you find yourself - married, widowed, single, divorcing, or owning a business, I am here to support you.
My values are God, family, health, and work. I share these because they are the cornerstone of how I live my life.
I look forward to seeing you.
Carol L. Hager
I have earned the professional designations of Chartered Financial Consultant® (ChFC®) and the Chartered Life Underwriter® (CLU®) from the American College of Financial Services.
I have completed the curriculum with the Institute for Divorce Analyst and earned the designation of Certified Divorce Financial Analyst™(CDFA™).
These designations required an exam and ongoing continuing education credits along with a code of ethics.
In addition, I hold the Financial Industry Regulatory Authority (FINRA) series 7, 24, and 66 registrations. Registered Representative of and securities and investment advisory services offered through Hornor, Townsend & Kent LLC. Registered Investment Advisor member FINA/SIPC (4111. S. Darlington, Suite 800, Tulsa, OK 74135)(918.664.6511)
Legacy Planning Partners, LLC, and Premier Advisors Group, Inc. are independent of Hornor, Townsend & Kent LLC.