Carol’s passion about preserving and protecting wealth comes from a family experience, where lack of planning and unnecessary taxes forced the sale and liquidation of her family’s printing and book
bindery business that had provided opportunities for the four previous generations and enjoyed over 100 years in business.
Carol is the creator of her proprietary financial planning process, the Perpetual Wealth Navigation Solution® and shares her professional wisdom with accountants, attorneys, and other financial advisors.
She also shares her financial knowledge and experience as a speaker to many organizations and educates the public through her ongoing Private Briefing Series.
Carol is the author of Build, a weekly publication dedicated to helping fellow business leaders take control of their financial lives and build economic independence. She is also the author of the book, Retire Abundantly, about the proven principles to create a more worry-free retirement with less stress. She has also created online mastermind courses such as Don’t Worry – Retire Happy, Legacy Planning, Financial Accelerator, and Taxes in Retirement, to name a few. Carol has also co- hosted events with Tom Hegna, a fellow economist, author, and retirement income expert and made contributions to his book, Paychecks and Play Checks. She was also asked to write the forward for a special edition of Stan Miller’s #1 Amazon best-selling book, Your
LICENSES & ACCREDITATIONS
- Financial Planner
- Retirement Planner
- Insurance Advisor
- Annuity Specialist
AREAS OF EXPERTISE
- LIFE INSURANCE
- LIVING BENEFITS
- TAX-FREE RETIREMENT
- LONG-TERM CARE INSURANCE