Nancy L Roach-Wilder, CFP*, ChSNC*


Profession LogoFINANCIAL PLANNER
Nancy L Roach-Wilder,  CFP*,  ChSNC*

Prudential Advisors

10275 W Higgens
Ste 200
Rosemont, IL 60018
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Profile

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.

Firm Description

Additional Locations

Primary
1901 Butterfield Road
Suite 250
Downers Grove, IL 60515
(630) 442-6806
Chicago
20 North Wacker
Suite 3010
Chicago, IL 60606
(224) 305-2257

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CONTACT NANCY L ROACH-WILDER, CFP*, CHSNC*

Tell us about your special needs issue and we will put you in touch with Nancy L Roach-Wilder, CFP*, ChSNC*

   I understand that by contacting a lawyer or a law firm through the Academy of Special Needs Planners, I will not create an attorney-client relationship and the message will not necessarily be treated as privileged or confidential. I also understand that if I contact a non-attorney member of the Academy, whether a financial planner, trustee or other non-attorney, that such contact does not by itself mean that the professional has been retained and that communications with the member may not be treated as privileged or confidential.