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Tiffany F

ChFC®, Series 63

Sherman, TX

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Tiffany Fisher is a ChFC® with 26 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. Her prior roles include over two decades at CNS Securities, LLC, followed by a position at LPL Financial LLC. Outside of her advisory work, she has involvement with CNS Insurance Services. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent representatives. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and offers a mix of advisory and brokerage services across individual, institutional, and retirement plan clients.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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