Nora L. Hartquist

Nora L. Hartquist

Investment Advisor Representative, Owner

Phone: (540)659-0300
Fax: (800)327-1430
E-mail:
 

Ms. Hartquist has been a financial educator in northern Virginia , Maryland and Louisiana since 1984.  Her informative retirement workshops have been requested and attended by retirees of Fairfax County Public Schools, Orleans Parish Public Schools, Waste Management, Inc., the Federal Government, and the armed services including both the United States Marine Corps and the U. S. Army.  Ms. Hartquist has lectured on financial topics at the University of Mary Washington, Southern University in New Orleans, and George Mason University in Virginia.

Certifications:

CEPP:  Certified Estate Planning Professional:  Ms. Hartquist is extremely knowledgeable concerning planning and efficient distribution of assets to heirs.  She is 1 of 9 planners nationwide chosen to serve on The Estate Plan Advisory Council, and recipient of the 2008 Chairman’s Award for Outstanding Service in Estate Planning.  

CLTC: Certified in Long Term Care:  Ms. Hartquist is uniquely qualified to advise clients on Medicare, Medicaid, Long Term Care coverage, and other alternative planning strategies for incapacitation.

Master Elite IRA Advisor:  Ed Slott’s Advisor Group receives intense, advanced ongoing education in IRA Distribution, taking exams semi-annually to ensure their knowledge is up-to-date with current laws, participating in email alerts and teleconferences on the latest changes to IRA tax laws.

NEA: National Ethics Association:  By joining the National Ethics Association (NEA) Ms. Hartquist has placed herself in a position of scrutiny.  She encourages due diligence of consumers, rather than hiding from it.  To view her National Ethics Association Member’s Profile visit www.ethics.net.

Expertise:
Ms. Hartquist creates Life Income-Living Asset Cycle (LI-LAC) plans to replace or supplement income, while reducing exposure to market losses.  This plan is customized according to each individual’s need and risk tolerance, planning for tax efficient income and inflation.  In addition, Ms. Hartquist provides a comprehensive, yet simple to understand, Family Contingency Plan (a retirement “road map”) for each unique situation, pre-planning for incapacitation, loss or reduction of Pension and/or Social Security Income due to  loss of a spouse, etc.  As a Master Elite IRA Advisor Ms. Hartquist provides a Comprehensive IRA Plan to maximize your IRA, minimize taxes and pass it efficiently to your heirs.  Finally, a Comprehensive Estate Plan will help pass your estate quickly and tax efficiently to your heirs.  If you attend one workshop this year looking for ways to protect your capital, don’t miss Nora Hartquist’s workshop!