Judith Naegely

Background

About Judith Naegely

I am a former college soccer player and current boy mom who loves gardening. Like my garden, I too love being outside under the sun! I enjoy just about every outdoor sport. I get a kick out of playing pickleball with my family, and cheering on my 2 sons at their games on the weekends. My vegetable garden is in my front yard, and it gives me great happiness when neighbors harvest veggies for their meals. The collards are a huge hit! —, —. My specialty is helping employers create meaningful Retirement Plan benefits that support both their workforce and their bottom line. As a Fiduciary, I provide 401(k) plans and Simple IRAs, unmatched plan support with quarterly reviews offered, and a proven holistic financial literacy workshop. My career path to becoming a Financial Advisor is a bit unique in that I started (and successfully exited) a thriving home health business in Central Florida, and a coast-to-coast SAAS company for HR and electronic medical records. I was a CFO and leader of my own 2 companies for 15 years before I entered this career as advisor to small business owners, CFOs, and their people, —. Specialties:*Certified Plan Fiduciary Advisor *401ks and Simple IRAs *Asset Management: Grow and Protect Money *Holistic Financial Planning *Network of Trusted Professionals Independent Investment Advisor Representative with Osaic Wealth, Inc. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice.