Our Qualifications

Nora L. Hartquist has been a financial educator for 26 years, first in her home state of Louisiana, and now in Northern Virginia, currently focusing on Stafford, Fredericksburg, Spotsylvania and Prince Wiliam Counties .  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 Southern University in New Orleans, George Mason University in Virginia and is currently conducting a series of workshops entitled "50 Issues for People Over 50" in the Stafford and Fredericksburg, VA area.

Certifications:

  • 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 from 2006 to the present, and recipient of the 2008 Chairman's Award for Outstanding Service in Estate Planning.
  • 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.
  • Certified in Long Term Care: Ms. Hartquist is uniquely qualifed to advise clients on Medicare, Medicaid, Long Term Care coverage, and other althernative planning strategies for incapacitation.
  • 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.  The LI-LAC 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 a 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 prepare for incapacitation with Powers of Attorney, Conservatorship, and HIPAA Waivers, as well as pass your estate quickly and tax efficiently to your heirs. 

If you attend one workshop this year looking for ways to protect your family and your capital, don't miss Nora Hartquist's workshop!