PROFESSIONAL SPECIALITIES
Retirement Planning
Investment Portfolio Analysis and Management
Life Insurance Portfolio Analysis
Disability Income Insurance Portfolio Analysis
Comprehensive Financial Planning
Educational Seminars
QUALIFICATIONS
27 years experience in the financial industry
Investment Advisor Registered through MML Investors Services, Inc.
Chartered Financial Consultant
INDUSTRY AWARDS
Life & Qualifying member of Million Dollar Round Table 1988 - Present
PRIMARY EMPHASIS IN ANALYSIS
Estate Planning & Analysis
Retirement Planning
Investments*
*Mary Beth Spuhler is a Registered Representative of and offers securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory Office: 100 Corporate Center Drive, Suite 201, Camp Hill, PA 17011 (717)763-7365.
CRN201111-127040