Sandie Maynard, CLU, ChFC, CLTC, CASL™
Creating family financial plans for all the phases of your life
Sandie specializes in developing and implementing financial plans that are appropriate to the needs of her Clients and their families. Mother of two and an active volunteer, Sandie comments, “Daily issues or long-term concerns, family needs resonate with me. I see the real life impacts of financial decisions.”
Areas of concentration include educational funding, retirement planning, estate planning and long term healthcare planning. Sandie particularly enjoys working in a multi-generational context. She has over eighteen years experience in financial planning and has presented numerous seminars and workshops on financial planning topics.
Sandie Maynard maintains Certified in Long-Term Care (CLTC) and Chartered Advisor for Senior Living™ (CASL™) designations. The Certified in Long-Term Care (CLTC) course reflects the nature of long-term care which includes the continuum of care, housing and services people will need when they live a long life. Graduates acquire the information and training needed to offer guidance to families on a range of issues including home care, assisted living, nursing homes, social services, taxes, and most importantly, analyzing resources that would be required to pay for this type of care.
A Chartered Advisor for Senior Living™ (CASL™) is a financial services professional who is uniquely qualified to work with mature clients and those planning for retirement. The CASL™ designation is granted by The American College to individuals who successfully complete a challenging five-course curriculum and meet additional experience and ethics requirements.
As a holder of the Chartered Financial Consultant (ChFC) designation, Sandie has taken in-depth training in key financial planning disciplines, including insurance, income taxation, retirement planning, investments and estate planning. The Chartered Life Underwriter (CLU) designation indicates advanced study on the insurance needs of individuals, business owners and professional clients.
In 2006, Sandie was recognized by her peers with the honorable B. H. Zais award, the most prestigious industry award in the region. She has served as President of the National Association of Insurance and Financial Advisors of Vermont and as secretary for the Vermont Chapter of the Society of Financial Service Professionals. She is an eight-year qualifying member of the Million Dollar Round Table.
Sandie served as president of the Parent-Teacher Organization at Christ the King School in Burlington for five years and is currently chair for Community Service. She is a long term member of her church’s parish Financial Council. Sandie is a 1987 graduate of Bryant University in Smithfield, RI with a BS in Business Administration and a concentration in Finance.
Sandie and her family reside in Shelburne, Vermont. They enjoy playing golf, attending University of Vermont basketball games, and participating in a wide range of school centered activities.
Sandie is a Registered Representative and Investment Advisor Representative with NFP Securities, Inc.
Email: smaynard@stage2planning.com