Linda Housand

Linda Housand

Financial Advisor

Visit my web site!

Phone: (919) 325-4308
E-mail:
 

As a Financial Advisor, I help individuals and families in  building,maintaining, and protecting their wealth. I also help small business owners by developing cost-effective plans for employee benefits and retirement. Before making recommendations, we look carefully at where you are today, your goals for investments, your risks, tax strategies, retirement and estate planning.  

Every client has unique circumstances, and their financial plan should incorporate their values as well as their goals. I am passionate in helping people gain financial confidence.

 

Professional Services

Investment Management

Retirement Planning Strategies

Estate Growth and Conservation Strategies*

Life Insurance, Disability Insurance and Long-Term Care Protection

College Funding Strategies

Business Owner Financial Strategies

401(k) Plans

Company Group Benefit Plans

 

Professional Qualifications

FINRA Series 7and 66 Licensed

Life Ins./Health Ins./Disability Ins./Variable Annuity Licensed

Insurance and Financial Services Professional since 2004

 

Personal

Graduate of Penn State University as well as Gardner-Webb University

One daughter, Courtney, and Razzie, a Yorkie

Resides in Durham, NC