Jennifer S Heal

As a third generation financial advisor, I want to understand what's important to you and your family. I use an established process to help build personalized strategies to help achieve your goals. We will partner together throughout your life to keep you on track.

When I am working with you and your family, I strive to:

• Create a personalized financial strategy tailored to your needs
• Identify risks and determine protection strategies
• Help incorporate non-liquid assets into your strategy (e.g., real estate or business
ownership)
• Work with you to integrate, coordinate and monitor your various investment
accounts
• Help you navigate market cycles so you stay on track
• Review your strategy as your situation changes or as economic
conditions evolve

I earned my CERTIFIED FINANCIAL PLANNER™ designation in 2014. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

I'm originally from Maryland and have called Roswell home for the last 13 years. My husband, Steve, is an electrical engineer who has taught me how to work well with analytical investors. I donate my time and treasure to the Girl Scouts, the Roswell Woman's Club and the Alzheimer's Association.

My background in sales and marketing gives me an understanding of the needs of local executives, including deferred compensation, company stock and stock options. I will partner with you and your CPA on tax strategies, your insurance agent on risk assessment, and your attorney on estate strategies. I invite you to contact me to find out if this approach may guide your family more effectively.