Why Nancy does this work
“I understand that most people are afraid of running out of money before they run out of time.”
Nancy’s clients typically come to her for the same reason: they want enough income to live the life they desire while still leaving a legacy to family and charity.
“I share with clients that there are only three things they can do with money: spend it now, spend it later, or spend it never. We help people optimize their spending and their investing. It’s essential to plan for the life you want to live today, the future, as well as to have a financial umbrella ready for a rainy day.”
We help clients take an honest look at their current financial situation and fine-tune how they spend and invest now so that they can enjoy the future lifestyle they most desire. With people now routinely living into their 90s and beyond, Nancy believes a financial plan should extend to age 100 — and that we need new ways of looking at retirement in the 21st century.
Her clients are entrepreneurs, well-compensated corporate employees, physicians, dentists, veterinarians, nurses, business professionals and owners of small and mid-sized companies — people who have built a career, have started (or grown) an investment portfolio, and want to know how much they can spend and how much they can keep.
As a CFP® professional and a fiduciary, Nancy works with clients nationwide — in person in Boca Raton, and by phone or video everywhere else.
Check the background of this investment professional on FINRA’s BrokerCheck.
Nancy’s philosophy
Keep it simple. Keep it personal.
One of Nancy’s favorite expressions is K.I.S.S. — “Keep it Simple, Sweetie.” Cooking is a hobby she loves, so she breaks planning down step by step, the way you would a recipe, so it never feels overwhelming.
“The only person you can trust to take care of your older self is your younger self.”
— Nancy J. Hite, CFP®
Credentials
CFP® professional. Fiduciary. Five designations.
Each represents additional education, rigorous standards and an ongoing commitment to the people she serves.
Author & speaker
Two books on thinking differently about money.
The Retirement Mirage: Time to Think Differently™ explores how the things you value and how you think about money can profoundly affect how much you have and what you do with it.
21st Century Wealth Beyond Taxes™ is written for healthcare professionals, veterinarians, dental professionals, nurses and business owners exploring tax-efficient strategies.
In the media
Read, watch and listen.
Nancy writes for Kiplinger and is interviewed regularly about retirement income, taxes and planning for a longer life. Here are her latest articles and conversations.
Watch
Politically High-Tech
Money Made Simple with Nancy Hite
Savoir Faire Magazine & Podcast
Episode 182: Interview with Nancy Hite
The Jiggy Jaguar Experience
Live: Pay the Taxes on the Seeds, Not on the Harvest™
Listen
Articles and interviews are published by independent third parties and are provided for informational purposes only. The views expressed are those of the publication or host and are not a recommendation to buy or sell any security.
Let’s get to know each other.
Nancy’s first conversation is always about you — your goals, your family and what money means to you. Twenty minutes, no cost, no obligation.
or call the office at 561-997-8800 or Nancy’s cell at 561-690-6002