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As a Certified Financial Planner®, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.

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Nancy Byrne, CFP®, CLU, CHS
Certified Financial Planner®
With more than two decades of experience in the financial services industry, Nancy has played an important role with the financial education of her clients and helping them develop plans to achieve their Insurance and Investment goals.
As a Certified Financial Planner, Nancy employs the industry’s highest standards of practice to ensure her clients’ needs are satisfied. Her philosophy of ‘service first’ comes from her understanding of who the true VIP’s of her practice are… the clients.

Nancy looks forward to continuing to serve her existing clients and welcomes the opportunity to foster new relationships.

“To give real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity.” – Douglas Adams

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Financial Advisor,Financial Dreams,Financial Advisors
“To give real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity.” – Douglas Adams
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Kim Fraser
Sales Assistant
Financial Planning Solutions
Kim Fraser is my sales assistant at Financial Planning Solutions.
With over 15 years of experience in the Financial Industry, she offers knowledge and perspective from different branches of the intuitions.
She is well versed in client care and customer service, there is no one more eager and efficient at resolving questions and concerns.
Her hobbies include hiking with her dog as well as rescuing dogs less fortunate.