Special Needs Answers
Kristen Smigelski, CFP®, RICP®, ChSNC®
Forest Financial Planning Group, LLC
Ste. 600
Palm Beach Gardens, FL 33410
Kristen founded Forest Financial Planning Group, LLC in 2019 after over 20 years in the financial services industry.
Special Needs Planners near Stuart, FL
Ste. 600
Palm Beach Gardens, FL 33410
Julia Lembcke, CFP®, ChFC®, CLU®, CLTC, ChSNC®
URS Advisory
Suite 106
West Palm Beach, FL 33409
Julia and her team realize the importance of asking critical questions about your needs and expectations, and best of all, they listen! They want to hear your story, your family values, your life goals, fears, and wishes for the next generation.
Corinne Poor, ChSNC®
URS Advisory
Suite 106
West Palm Beach, FL 33409
Bio coming soon!
Meet Kristen Smigelski, CFP®, RICP®, ChSNC®
(561) *** ****
Learn more
Kristen Smigelski, CFP®, RICP®, ChSNC®
Forest Financial Planning Group, LLC
Kristen founded Forest Financial Planning Group, LLC in 2019 after over 20 years in the financial services industry. She is a CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner and a Retirement Income Certified Professional® (RICP®), certifications that allow her to provide holistic planning t...
(561) *** ****
Tell us about your issue and we will put you in touch with Kristen Smigelski, CFP®, RICP®, ChSNC® .
Meet Julia Lembcke, CFP®, ChFC®, CLU®, CLTC, ChSNC®
(561) *** ****
Learn more
Julia Lembcke, CFP®, ChFC®, CLU®, CLTC, ChSNC®
URS Advisory
Julia and her team realize the importance of asking critical questions about your needs and expectations, and best of all, they listen! They want to hear your story, your family values, your life goals, fears, and wishes for the next generation.
(561) *** ****
Tell us about your issue and we will put you in touch with Julia Lembcke, CFP®, ChFC®, CLU®, CLTC, ChSNC®.
Meet Corinne Poor, ChSNC®
Tell us about your issue and we will put you in touch with Corinne Poor, ChSNC®.