I can't wait to guide you through your Retirement Roadmap Experience and help you get your personal Retirement Score!

Over the past 31 years Stacey Parnum has had the wonderful opportunity of assisting her many clients save for their future. During her early career she worked with teachers helping them to better understand the benefits offered by their school districts and encouraging them to set up retirement savings accounts. Now that most of her clients are retired, she has the satisfaction of seeing her fellow baby boomers enjoy their retirement years. She currently loves working with those who are seriously looking at their retirement–whether they’re getting close to retirement or have already retired.

Retirement planning can be overwhelming; most likely you realize you have many unanswered questions!. It is my job to educate you so you can make wise decisions. Stacey’s goal is to ensure your retirement isn’t a “just in case” scenario. Peace of mind is of utmost importance; you want to retire without the worry of running out of money. You want to be confident that you have made the best possible decisions for your retirement investments.

As a fiduciary, Stacey takes a holistic approach by taking an in-depth review of the individual’s situation, understanding that each client will be unique. A great way to get started with this process is for you to get your personal Retirement Score. It’s a fantastic way to find out where you stand with your retirement planning. You’ll find out if you’re on track or if there are some areas where you can improve. You’re going to love the clarity that having this knowledge will give you. You’ll be able to improve your score with Stacey’s guidance and expertise.

In her leisure time Stacey enjoys hiking with her dogs. She’s also an accomplished musician and enjoys reading and cooking.