I’ve been a Financial Advisor and Certified Financial Planner, (CFP), in the Greater Houston area since 1997, earning the CFP designation in 2001. I started my company, Gorman Group Complete Financial Planning in 2014. In 2017, I completed the National Social Security Association training, earning their NSSA designation. Recently, I started Taxes Reimagined in 2021.
Over the years it became apparent to me that the most enjoyable part of my career came when I was teaching the offerings of the Adult Financial Education Services, (AFES), and from the non-profit Council of Financial Educators, (COFE). These classes started some of my most rewarding advisor-client-friend relationships.
In the earlier years, my classes included Maximizing Social Security, Creating Your Dream Retirement, How Not to Run Out of Money, Estate Planning, and Women In Retirement.
Since the pandemic, my focus is teaching Tax Planning in Retirement; Maximizing & Optimizing Social Security; The Truth About Annuities; Long Term Care Planning; and Smart Retirement Income Strategies.
Teaching and coaching remain my defining style in consulting relationships. In the last ten years I have first-hand experience of caring for an aging loved one through their final years…in managing distributions from IRAs…and in designing optimum Social Security distributions. But perhaps most important is teaching ongoing retirement-income strategies in order to not outlive retirement nest eggs.
LICENSES & ACCREDITATIONS
- Certified Financial Planner, (CFP)
- National Social Security Advisor (NSSA)
- Series 7, 6, 65 Licensed
- Life & Health & Annuity Licensed
- Long Term Care Licensed
AREAS OF EXPERTISE
- Retirement Planning
- Estate Planning
- Tax Strategies
- Life Insurance
- Long Term Care