For over 30 years, Ms. Roach-Wilder's mission has been to create financial stability and alleviate some of the most compelling concerns of clients. . Her first hand experience with the challenges of special needs parenting, divorce and women in business have evolved into a practical goals-based approach. Her planning process educates clients in the financial, legal, social and government resources available to meet their specific ongoing and long term needs. She keeps them motivated with clear action steps.
Having always been solutions oriented, she majored in public policy and education at Michigan
State University, she took the Certified Financial Planner status through Kaplan University and the Chartered Special Needs Consultant designation through the American College of Financial
Services. She is Finra licensed to create special needs plans, recommend life insurance, variable life, mutual funds, investment management strategies and annuities. She is a recognized advocate for Special Needs Planning serving regularly as a speaker, trainer , volunteer, board member and advocate for the differently abled.
When she is not advocating, she enjoys her grandchild, reasearching new special needs concepts, home decor and traveling with her husband Stephen to find the best scenery, crafts and gourmet food.
Wherever you are on your journey – having a clear financial path can help give you confidence in your future. Let’s create a strategy that can help you thrive together, creating opportunities out of challenges.
Call me today for a free 20 minute consultation.
Ms Roach is a Certified Financial Planning Certificant, a Chartered Special Needs Consultant, and Prudentials Mid Atlantic Territory Specialist for Special Needs Planning. She is often called upon by her firm to present trainings on how to recognize the needs in the family lives of our constituents. She assists them with appropriate financial planning. Her passion is based on family experience, with years of searching for the legal, social and financial solutions to create stability. Prudential Insurnace is a nationally and interntationally recognized firm, in existence over 100 years, often recognized as the financial firm with the most integrity in the industry.
Tell us about your special needs issue and we will put you in touch with Nancy L Roach-Wilder, CFP*, ChSNC*