JOAN G TUCKER-WHITE

Shoulder to shoulder, working toward your financial goals You may be thinking about your financial goals. You wonder, “How much will I need to reach them?” “How much should I be saving?” “Am I on track to reach a comfortable retirement?” These are challenging questions, but they’re ones I can provide information that will help you find answers. With this information, you can move toward your objectives, while keeping you in financial control along the way.

No matter what stage of life you find yourself in, you’re never too young or old to prepare for your financial future. I can help you get the conversation started.

A bit about me I have been providing financial guidance to clients and their families for more than 20 years. I have pride in the long term relationships I have cultivated through a collaborative partnership and team approach with clients. I have recently acquired the elite designation of Chartered Special Needs Consultant through the American College. This, along with my own personal journey as a parent, has expanded my ability to partner with families with special needs, and understand the unique challenges in regards to financial planning. I am a volunteer with several non-profit organizations, and I am a member with the local Chamber of Commerce. I pride myself in providing informed financial advice while adhering to a strict code of ethics.

I hold the following registrations, licenses and/or professional designations:

• Series 6 - Investment Company/Variable Contracts Products Representative
• Series 7 - General Securities Representative
• Chartered Retirement Planning Counselor (CRPC)
• Series 66 - The Uniform Combined State Law Examination
• Certified Fund Specialist (CFS)
• Chartered Special Needs Consultant (ChSNC®)
• Life, Health and Variable Annuity Insurance license
• Investment Advisor Representative (IAR)

Investment advisor representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)