Keith Fedor
You’ve earned your retirement. We help you turn it into the life you’ve imagined.
- Role
- Lpl Financial Planner at Summit Wealth Strategies
- Location
- Franklin, TN, US
- LinkedIn followers
- 500 followers
About Keith Fedor
My expertise is Retirement Planning, from seeking to grow and protect wealth to implementing retirement income distribution strategies.It’s my privilege to hold the Retirement Income Certified Professional® designation from American College of Financial Services, and the designation of Retirement Planning Specialist® from the distinguished Wharton School at the University of Pennsylvania.My professional passion is witnessing people’s lives empowered by a solid financial plan for retirement – some literally transforming from anxiety to peace about their future. It’s gratifying, and it’s why I do what I do.So, while my wife and I raise our three young kids, I use my professional experience and education helping people like you to plan and enjoy retirement with confidence.
Experience
Lpl Financial Planner
Jan 2021 — Present · Franklin, TN, US
My expertise is Retirement Planning, from seeking to grow and protect wealth to implementing retirement income distribution strategies.It’s my privilege to hold the Retirement Income Certified Professional® designation from American College of Financial Services, and the designation of Retirement Planning Specialist® from the distinguished Wharton School at the University of Pennsylvania.My professional passion is witnessing people’s lives empowered by a solid financial plan for retirement – some literally transforming from anxiety to peace about their future. It’s gratifying, and it’s why I do what I do.So, while my wife and I raise our three young kids, I use my professional experience and education helping people like you to plan and enjoy retirement with confidence.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
The American College of Financial Services
Retirement Income Certified Professional
The Wharton School
Retirement Planning Specialist
Skills
- Investment Services
- Financial Services
- Investments
- Ira Distribution Planning
- Risk Management
- Retirement Planning
- Long-Term Care Planning Strategies
- Tax-Deferred Investment Planning
- Insurance Planning
- Client Education
- Financial Advisory
- Insurance Services
- Retirement Planning Services
- Estate Planning Strategies
- Long Term Care
- Insurance Strategies
- Retirement
- Strategic Financial Planning
- Education Planning Strategies
- Life Insurance
- Social Security
- Pension Distribution Planning
- Financial Strategies
- Retirement Planning Strategies
- Tax-Efficient Investing Strategies
- Business Succession Planning
- Wealth Management
- Executive Benefits Planning
- Disability
- Insurance
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