Directory of Financial Services Listing
COMPANY INFORMATION
| Company Name: |
Ann Vanderslice |
| Address: |
143 Union Boulevard, #900 |
| City: |
Lakewood |
| State: |
CO |
| Zip Code: |
80228 |
| Telephone: |
(303) 922 - 4304 |
| Fax: |
(303) 922 - 5599 |
| Web Site: |
www.annvanderslice.com |
| |
|
Ann Vanderslice is a retirement planning specialist
who utilizes simple, proven strategies to create a plan for a successful retirement lifestyle. Working with federal clients since 2000, Ann provides insightful solutions to what can seem to be overwhelming, complex issues. Her straight-forward approach to planning gives clients not only the ability to actually understand their plan, but confidence in their future. |
PERSONAL INFORMATION
| |
Name |
Telephone # |
Email address |
| 1. |
Ann Vanderslice |
(303) 922 - 4304 |
ann@annvanderslice.com |
PROFILE INFORMATION
Licenses and Education
Securities Licenses: Series 7, 66
Insurance Licenses: Life,
Health, Long-Term Care
Other Licenses and Designations: ChFEBCSM, Certified
Senior Advisor, Chartered Retirement Planning Counselor (College of Financial Planning)
Education/Area of Study:
Associations and Affiliations: Million Dollar Round Table, National Association for Insurance and Financial Advisors, National Ethics Bureau
Experience
I have / The office has been providing financial and/or related
advice to clients for 7 years.
How I/we charge clients for services (please select one):
--- |
Fee for Financial Planning (initial, hourly, and/or
retainer) |
--- |
Fee based on percentage of assets managed; percentage ranges |
X |
Commissions, trail fees, redemption fees,
account fees, etc. |
--- |
Other (please specify): |
Financial Services Provided
--- |
Tax preparation |
X |
Comprehensive financial planning |
|
X |
Investment and asset management |
X |
Insurance |
--- |
Elder and long-term care planning |
X |
Estate planning |
X |
Retirement planning |
--- |
Cash management and budgeting |
--- |
Stock and bond brokerage |
--- |
Other (please specify): |
Specialty: Pension maximization,
TSP investment strategies, Long-term care planning
I am or my firm is registered with the SEC as an investment
adviser. Yes
If so, in what states? Individual States (Call or
email for a list of states)
Number of employees who work in your office/firm (please select
one):
|
X |
1-5 |
--- |
6-10 |
--- |
11-50 |
--- |
51-99 |
--- |
100 or more |
My affiliation with the office/firm:
|
X |
Owner/Partner |
--- |
Employee |
--- |
Independent Contractor |
--- |
Other: _____________________________________ |
Broker/Dealer Affiliation:
--- |
No affiliation |
|
X |
Affiliated with: Community Bankers Securities |
| The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net. |
|
