Nancy Hite

    • Media Contact:
      TransMedia Group
    • Member Type(s): Expert
    • Title:President & CEO
    • Organization:The Strategic Wealth Advisor
    • Area of Expertise:Certified Financial Planner, Fiduciary

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My Expertise

    My Expertise

      Area(s) of expertise: Certified Financial Planner, Fiduciary
      Summary of expertise:
      Nancy J. Hite, CFP®️, AIF®️,CWS®️,ChFC, CLU, RFC a Fiduciary and founder of The Strategic Wealth Advisor®️ LLC offers financial advice and coaching. Nancy provides financial options which are realistic for your goals; compatible with your values; and provides a path for you to achieve the financial success you desire. "I help people look ahead when they barely have a chance to look up!", says Nancy.

      K.I.S.S. KEEP IT SIMPLE SWEETIE is our focus when it comes to money. There are only three things you can do with money: You can Spend it Now, You can Spend it Later, or You Can Spend it Never®️. Nancy says, we are unable to purchase a personal extended warranty, we therefore need to “have an umbrella ready for a rainy day”. Flexible planning it vital. Nancy says, “Your basic assumption must be that all your assumptions will change over time."

      Much of the client base is composed of people aged 40 and over, who work as business professionals, medical professionals, or small to midsize business owners, and have investment portfolios. Modern medicine has extended our lives which is great! As a result, Nancy says we need to be focused on running out of money before we run out of time.
      Blog/Web site:
      Golf, cooking and wine, Gold Coast Tiger Bay Club

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