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Carol L. Hager, ChFC®, CLU®, CDFA®, CFEd®*

Carol L. Hager, ChFC®, CLU®, CDFA®CFEd®*

Helping Women Gain the Confidence they need to take control of their financial security for today, and the unknown of tomorrow...

Why I focus on Financial Planning for Women

Although women are proven problem solvers and highly resourceful, we tend to lack confidence when it comes to our money in areas of investing, saving, or protecting our financial well-being.  We often fail to take the time to discuss and develop a plan of action to secure our financial future.   We are driven to do many things, except self-care and what is best for us - be it our health, our wealth or our emotional well-being.


I am passionate about educating women on the importance of financial planning and helping them get on a path to reach their financial goals.  Regardless of the life stage in which you find yourself - married, widowed, single, divorcing, or owning a business, I am here to support you.


In 2002, I launched my second career in wealth management.  As I have worked with clients over the years, I have seen firsthand the power of being proactive in managing finances, in planning for retirement, and in protecting our families and assets from the unforeseen.


My values are God, family, health, and work.   I share these because they are the cornerstone of how I live my life.  



Carol L. Hager