Kara Stanley

Financial & Insurance Services | Helping Families & Small Businesses Piece Together Their Financial Future

Financial & Insurance Services Professional in Pembroke, NH

About

“Helping Families Piece Together their Financial Future” is not just a slogan…it’s a passion. For over 20 years, I have worked with Individuals, Families and Small Businesses to help secure their financial futures, protect their families and preserve their legacy. I build close, lasting relationships by focusing on highly personalized service and building trust. We take the time to really get to know our clients, their goals, objectives and values, because they are all pieces to their Personal Financial Puzzle. Some of the Financial Puzzle Pieces I specialize in are: Financial Planning, Life Insurance, Retirement Income Planning (including strategies to maximize your Social Security), Small Business Retirement Plans, and Special Needs Planning,

Address
5 Sheep Davis Rd. Suite G in Pembroke, NH 03275
Info
Languages: English
Year started: 1993

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by an anonymous user
Answered by Kim Miller, CFP®PRO+ in Redmond, WA
Hi - you should each update your benefit estimates from the Social Security Administration by visiting their website at www.ssa.gov - then you will be prepared with th...
Q&A
Asked by Angie
Answered by Pamela J. Horack, , CFP®PRO+ in Lake Wylie, SC
Hi Angie! The best answer is...it depends. You may want to consider doing a Social Security review with an advisor to see what strategies are available for beginning y...
Q&A
Asked by an anonymous user
Answered by Darius Slade, Health Services & Management in Richland, WA
Hello Anonymous, With 10 yrs or more of marriage, a spouse is eligible for spousal benefits. If you are eligible for social security retirement under your own work...
3

Specialties

  • Annuities
  • Life
  • Long-term care
  • Small Business
  • Other

Credentials

Associations

National Association of Insurance & Financial Advisors

Certifications

CRPC

Background

Experience

Owner
Agency Manager