Stephanie Searle

Stephanie Searle, CLTC


A More Secure Future

With a combined 23 years in the financial markets and Long Term Care Planning specifically, including CLTC designation, past series 7 and 22/private placement licensing, I have the ability to navigate complex financial portfolios, lifestyles and medical issues; to coordinate with other financial professionals or work directly with clients. My process is holistic, efficient, and most importantly safe. Short term and Long Term Care planning protects assets and lifestyles.

The LGBTQ community is disproportionately affected by the basic inequities in our social structure. To that point I work diligently to have a positive impact. As a member of the Financial Planning Association Pride Planners group and participant in SAGE, staying current and engaged is mandatory when working within the complex LGBTQ landscape. Coordinating needs with proper Insurance options in a private, mindful manner, provides the end goal of leveling the
playing field and Protecting Assets & Lifestyles.

Horizons Foundation offers these lists as a resource and not as an endorsement of the qualifications or services of any individual, partnership, corporation, or any other entity listed. We advise you to conduct your own investigation before engaging the services of any of the advisors listed.