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Expanded Bio Bio Part II
DONNA M. GRABER, JD, CFP, ChFC, CLU President – Planning Sense, Inc.
AREAS OF SPECIALIZATION
Comprehensive Financial Planning Comprehensive Estate Planning Estate Settlement Co-ordination Long Term Care and other Elder Issues Pre and Post Retirement Analysis Tax Strategies Asset Analysis Asset Allocation Cash Flow Planning Business Benefits Analysis Divorce Finances
AREAS OF ADVANCED COURSEWORK
Accounting, Finance & Economics Advanced Estate Planning Asset Management Business Insurance & Pensions Contract Law Corporate & Partnership Tax Law Deferred Compensation Law Decedents, Wills & Trusts Elder Law Estate Tax Law Federal Income Tax Law Financial Counseling Financial Management Group & Social Insurance Insurance Law & Mathematics Property & Real Estate Secured Transactions Wealth Accumulation
EDUCATIONAL BACKGROUND
Syracuse University BA Dual Degree Voice Performance/German American College ChFC Chartered Financial Consultant CFP Board CFP Certified Financial Planner Syracuse University Law J.D. Juris Doctorate
PROFESSIONAL AFFILIATIONS
Estate Planning Council of CNY Financial Planning Association Onondaga County Bar Association New York State Bar Association American Society of Women Accountants Million Dollar Round Table
COMMUNITY SERVICE
Rescue Mission Volunteer Smart Singles Ministry
PROFESSIONAL PHILOSPOHY
After getting to know someone well, there is discussion, assessment and analysis of e goals and needs. We then research and custom fit the most appropriate solutions (those we would select from if in the same situation).
The objective is to help people reach their goals though the use of sound, financial principles and common sense mixed with an in-depth understanding of finance, taxation and legal implications.
Wealth without worry.
500 South Salina Street - Suite 1000 Syracuse, NY 13202 - 315-423-7700 ext 25 |