We are delighted to announce that Cristina Licciardello has passed her Series 65 exam and has joined the ranks of Trusted Financial Advisors at Compass Capital Corporation.
While Crissy will continue to be our Director of Employee benefits, she will add a few new roles. As an Advisor, she will concentrate on helping clients calculate and solve the financial burden of children’s education.
As a mother of two youngsters, Crissy has a personal viewpoint of this task. She is one of the “millennial’s”, and she will be a wonderful resource for her contemporaries.
We also now have a program that will help calculate the best time for you and your spouse to begin taking your social security retirement benefits. A thoughtful approach can increase benefits by the tens of thousands of dollars!
But wait, there’s more!
Crissy will also serve as our Medicare expert in retirement planning. Crissy will advise those clients who are at or approaching age 65 and must navigate the maze of choices for healthcare. This has become an even more confusing aspect for folks, and Crissy’s role on our planning team will be a terrific asset.
….but wait, there’s even more….
As Crissy takes on her new role as one of our Trusted Financial Advisors, our administrative assistants, Janice Otis and Cindy Campbell, will take on important roles.
Janice will now play a more active role in interactions with our group benefit clients. She has attended numerous industry conferences with Crissy and has become quite proficient in understanding the myriad plan designs available to our clients and the implication of ACA implementation.
Cindy has begun managing a far greater bandwidth of administrative roles in the financial advisory side of our company. This has allowed me, and now Crissy, to spend more time with clients and less time with the attending paperwork.
Our home base team in North Andover has expanded its capabilities, and with our deep bench of expertise at our Compass Capital Corporation office in Braintree, we are confident that we can deliver the superb individualized attention you deserve from your Trusted Financial Advisors.
It seems I repeat this message frequently, but it continues to be true – these are interesting times, and it’s never been more important to have a Trusted Financial Advisor.