Carol M. Khouri

CAROL M. KHOURI, Principal, CFP®, CDFA™, CeFT®, celebrates Women Partnering with Women. She focuses on securing and improving the lives of women affected by change. Her driving ambition is to help women manage the emotional and financial consequences of divorce, the death of a spouse/partner, a job change, inheritance, and retirement. She assists clients with their investments, 401(k) selections, pension options, college funding, consideration of a trust, Social Security election, Medicare choices, health care proxies, insurance needs, and more!