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Nancy F

CFP®, ChFC®, Series 63, Series 65

Pawleys Island, SC

Sensible Money, LLC

Nancy Fellinger is a CFP® and ChFC® with 32 years of experience in the financial services industry. She has been with Sensible Money, LLC since 2018 and previously worked at Coburn & Meredith, Inc, Merrill, New England Securities, and Osaic FA, Inc. Sensible Money provides ongoing financial planning and discretionary investment management primarily for individuals in or transitioning into retirement, as well as trusts, estates, pension plans, and charitable organizations. The firm employs a planning-and-implementation approach called the Juicing® Experience and uses diversified portfolios with liability-driven investing techniques.

General retirement planning Retirement income strategy Retirement withdrawal strategies Annuities Charitable giving tax strategies Approaching retirement Retired
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