Linda S. Hamilton, RFC, CWS®
Linda S. Hamilton has been Dave Ramsey’s Florida west coast SmartVestor Pro/ELP for Investments and Insurance since 2003. She is committed to helping her clients achieve their financial goals using Dave Ramsey’s money management principals for “Total Financial Health.” She and her company believe that education, proper planning, implementation and continuing service adds up to the best approach to “Financial Peace.” She specializes in IRAs, 403(b)s and 401(k) Rollovers.
Linda S. Hamilton has owned LifeLong Financial Planning for over 20 years and is Financial Advisor with SagePoint Financal, Inc.with an office in Bradenton. She is a Registered Financial Consultant (RFC) and a Certified Wealth Strategist (CWS®). She holds a General Securities Registration and has multi- State Health and Life Insurance Licenses. She offers securities through SagePoint Financial, Inc. and is registered with the Florida Department of Financial Services.
LifeLong Financial Planning is full-service with access to one of the largest selection of investments including Mutual Funds, Stocks, Bonds, Alternative investments, business and individual insurance products. Linda has extensive experience in Retirement Income Planning, College Education funding, Life and Long Term Care Insurance.
Linda has lived with her husband in Manatee County since 1986. She is a proud parent of three adopted Beagles. She graduated with a Bachelor of Science degree in Business Administration from the University of Missouri. She stays informed, yearly, by continuing education in the financial services industry. In her spare time, she serves on the Board of Directors for Wildlife Inc., Education and Rehabilitation Center. And, is the Volunteer Outreach Director for Donte’s Den Foundation.