Debora Majher, CDFA®
Debbie is passionate about working with people who have done a great job saving but are uncertain of how to stretch their hard-earned nest egg in the most efficient manner to last this next LONG phase of their life. She has a client-centered, holistic practice, where the client’s financial goals are tailored to their values. Debbie is dedicated to helping clients gain control, clarity & confidence over your finances!
Debbie started in insurance in 2008, after being an elementary school teacher for 17 years. She holds active Life and Health Insurance licenses, as well as the series 65 securities license. Always looking to increase her knowledge to help her clients, in 2020 she received the CDFA (Certified Divorce Financial Analyst) designation. She has also completed certification for the CFF (Certified Financial Fiduciary) designation.
In her free time, you’ll find Debbie out hiking in one of the parks with her dog, Rookie, reading a book, or finding new recipes to cook for her and her husband, David.
Certified Divorce Financial Analyst (CDFA®)
CDFA® professionals help clients determine the short-term and long-term financial impact of any proposed divorce settlement. They also provide valuable information on financial issues that are related to the divorce, such as tax consequences, dividing pension plans, continued health care coverage, stock option elections and much more. CDFA® professionals assist attorneys by helping the client make financial sense of proposals. CDFA® professionals do not give legal advice, but they provide lawyers with the tools they need to help prove their case. See www.institutedfa.com for more information.
Dave has been a licensed Health & Life agent since 2001. For the last nine years he has concentrated on Health insurance for Medicare individuals. He looks at the needs of the client and finds the plan that is best for them. As an independent agent, he has access to the multiple companies and plans that can work for the client – not just one company. David also services clients in the under 65 Health Insurance, Final Expense life insurance and Dental Insurance.
In addition, David has developed knowledge in the STRS and Federal Workers Health benefit programs and has helped many find the best plan for them during their retirement years.