Retirement Financial Solutions is proud to announce that Carolyn Sherritze, formerly of Home Federal Bank of Tennessee, has joined the team as its newest insurance agent. Carolyn has been in the financial services industry for more than 30 years and spent the last 20 years in her previous position as a fixed annuities agent at Home Federal Bank. She moved to the fixed annuities department when it was first opened at Home Federal Bank and left her position in good standing when the bank recently eliminated their fixed annuities department. She will serve as the Associate Vice President of Fixed Annuities for Retirement Financial Solutions and operate as the firm’s safe money specialist.
Retirement Financial Solutions is dedicated to providing area residents who are 55 and older with safer money solutions and financial strategies for retirement. Sherritze will be assisting retirees and pre-retirees with their fixed annuity needs and educating them on the benefits of integrating this strategy into their comprehensive retirement plan, such as being able to protect principal, provide a fixed rate of return for a term specific period of time, and, if properly annuitized, plan an income stream for life. Retirement Financial Solutions has locations in Knoxville, Kingsport, Crossville and Powell.
If you are interested in learning more about Retirement Financial Solutions, its services and Carolyn Sherritze’s new role, please call 865-938-6545. To contact her directly, call 865-680-7428.
Retirement Financial Solutions, a division of Senior Financial Solutions, was founded in Knoxville, Tennessee, by Bob Fugate. Fugate, president of Senior Financial Solutions, Inc., is a Certified Financial Planner and a Registered Investment Advisor as well as a graduate of the University of Tennessee. Retirement Financial Solutions serves retirees and pre-retirees with safe money solutions and retirement savings strategies.