Episode 58 — What It Means to Have Your Own Financial Family — With Charlene Nelson

Mar 25, 2020

The Retirement Solution, Inc. | Financial Advisors & Retirement Planning

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Do you have your own financial family to help you plan for a happily-ever-after retirement?

In this episode, Charlene Nelson, a client servicing specialist at The Retirement Solution (TRS), discusses the support she offers clients that goes beyond the call of duty — and is truly part of TRS’ family culture. This is a conversation that illuminates the exceptional care that TRS shows their clients to and through retirement.

In this episode, you’ll learn:

How Charlene got into the financial industry
What she and the TRS team do to support surviving spouses
What makes Charlene tick and how she likes to spend her off-time
And more!

Tune in now to meet Charlene and consider what it would be like to have a financial family on your side.

Resources: The Retirement Solution, Inc.

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