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

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.