Judi Snyder Ceft

Chief Certainty Officer @Homestretch Financial

Tampa, FL, US
EMAILS
j•••@homestretchfinancial.com
MOBILE NUMBERS
+17•••••••24

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WORK HISTORY

Oct 2018 — Present

Chief Certainty Officer @Homestretch Financial

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Tampa/St. Petersburg, FL, US

We help you create CERTAINTY in an uncertain retirement by offering solutions that create a retirement paycheck that you can NEVER outlive! Retirement can last almost as long as your career! Wouldn\'t it be great to know you have your lifestyle needs covered the rest of your life?

EDUCATION

1976 — 1980

Marywood University

BS, Psychology/Business

1972 — 1976

Crestwood High School

Academic

SKILLS

Financial AdvisoryInvestmentsInsuranceRetirement PlanningBusiness StrategyStrategic PlanningFinanceFinancial TransitionPortfolio ManagementFinancial PlanningStart-UpsReal EstateFinancial PlannersFinancial ServicesFixed AnnuitiesInvestment StrategiesAlternative InvestmentsSmall BusinessPrivate EquityPublic SpeakingEstate PlanningLeadershipNew Business DevelopmentAsset AllocationBusinessSales ManagementIrasWealthAsset ManagementBusiness DevelopmentWealth ManagementStrategyMarketing StrategyMarketing401kReinventionInvestment AdvisorySocial Media MarketingRetirementStrategic Financial Planning

ABOUT JUDI SNYDER CEFT

Wouldn\'t it be great.~To know exactly when you can retire?~Have a guaranteed paycheck you can NEVER outlive even if the market crashes?~Have Long Term Care options even if you CAN NOT qualify today?We help you navigate through the financial and emotional challenges from transitioning from work to retirement.When Life changes.Money changes and when Money changes.Life changes ~Susan Bradley Sudden change in your financial situation can be a life-altering event. Some of these events are planned for, such as retirement, the sale of a business or an anticipated inheritance. Other types of events may come out of the blue like winning the lottery, being downsized or fired, divorce or the death of a spouse. Almost always, many transitions happen together compounding the impact. A trained professional can assist you in making decisions that will serve your best interest and guide you through the path to your \"new normal\".Learn the FIVE QUESTIONS that are keeping Baby Boomers up at night and take the quiz to see how you are sleeping?

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