Lynn has achieved the Accredited Retirement Advisor® (ARA) credential by demonstrating her practical and theoretical knowledge along with her personal commitment to excellence and ongoing professional development. This credential recognizes professionals who have a thorough knowledge of preparing their clients for retirement; the essentials of estate and trust planning and knowledge of financial matters that concern seniors and their families. The Accreditation Council for Accountancy and Taxation (ACAT), is pleased to add Lynn’s name to their National Accredited Professionals list.
Lynn is also a Certified Senior Advisor (CSA) which has provided her with advanced knowledge and practice tools in the areas of key health issues as well as financial and social issues that are important to seniors. Lynn is eager to serve the tax, financial and family concerns of seniors at the highest level possible. When you work with a professional who has added the CSA designation to his or her achievements, you know you’re working with someone who has invested the time and effort into learning about the things that are important to you or your loved one.
Lynn was very blessed to grow-up knowing all of her grandparents and great-grandparents. She knows how she would have wanted them treated and taken care of; the same way you want your loved ones cared for!
Lynn is a proud member of the Society of Certified Senior Advisors www.csa.us
Many of the articles and brochures provided on this page have been provided for your reference and made available as part of Lynn’s affiliation with the society and her continued desire to help seniors and their families as they are faced with issues that are important to them.
For more information on advanced tax planning strategies visit our site at www.taxplannerfl.com
Informational Brochures helpful to Seniors and their Families:
Current Articles that Seniors may find helpful:
Current Websites that Seniors may find helpful:
Websites about Senior Health & living