"It takes continuous and determined coaching to meet client's lifetime financial goals. This is achieved by on-going communication and the development and implantation of a customized plan."
Lori Carden is a Financial Planner with Retirement Security Centers. Her focus since partnering with Nancy Fletcher, CFP® and the rest of our group has been to expand and uphold her commitment to client care. Through continued consultations, she has built lifelong business relationships with individuals, families, and small business owners.
She is dedicated to providing comprehensive, objective financial advice to her clients giving them the ability to reach their economic goals. Her passion is retirement planning and income distribution. She guides clients through a process by identifying and clarifying what their visions and expectations are for their future. Through a better knowledge and understanding of her client's aspirations and challenges, she is able to develop and apply a unique retirement/life plan, which encompasses not only the financial aspect but also provides the resources necessary to help clients step gracefully into retirement while maintaining financial independence and economic freedom.
Lori attended Fullerton College in Southern California, where she majored in business. She resides in Cameron Park with her husband Patrick and three children, where she is active in community sports and programs.