Loretta Hafley

financial advisor senior market

Financial Adviser

About

Over the last 15 years, I have concentrated my field of study and service to the senior market. I specialize in new and innovative ways to use Life Insurance and annuities. With so many new plans coming onto the market, it takes a dedicated professional to continue to be educated in these fields. I also help those entering medicare to realize the best benefit plans and to understand the plans they may engage in. My service and my priorities has always been to share with the public all that I have learned

Contact
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(859) 333-6118
Address
Info
None specified

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by an anonymous user
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
The best legal answer that any registered Investment Advisor can offer you is to discuss this with your Attorney. If you wish to discuss your financial situation i...
Q&A
Asked by Bamelmont
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Barbara, Are you seeking FDIC insurance on this account? FDIC insurance covers all types of deposits received at an insured bank, including deposits in a check...
3

Specialties

  • Annuities
  • Life Insurance
  • Other

Servicing

Credentials

Certifications

registered financial planner

Background

Experience

financial advisor
servicing senior market

Education

Kaplan University