Lisette Mandwee Ndzie

Following an extensive international experience in the corporate world, I embarked into an entrepreneurial journey since 2012. My passion for financial education and financial peace inspired me to become a financial professional. I help Corporate Executives, Business Owners and Female professionals to optimize their retirement finances. My holistic thinking about RETIREMENT inspired me to get the appropriate credentials (Group 1, Series 6, Series 63, Series 65, RSSA certification) that allow me to support my clients with taxable and non taxable retirement, Investments and Social Security election decisions. Furthermore, to address all the needs of the retiree, I found that it was imperative to partner with highly experienced legacy planning, medical/ health insurance, real estate/mortgage and long-term care experts. In the Social Security arena, I provide retirees with proper education on this topic. Not only that, I also support them with accurate, individual, detailed advice on financial decisions that will affect them for the rest of their lives. For instance, I help them know when and how to claim their Social Security benefits because figuring out the optimal claiming strategy results in retirees collecting the most Social Security income annually and over their lifetime. I also help couples secure the highest survivor benefit.