VALIC Financial Advisors - Beth Courtney
Work Phone: 321-735-4994
Cell Phone: 321-848-3477
Fax: 321-250-4404
Beth Courtney has enjoyed working in the financial services industry for over 13 years, including banking and insurance. Beth's passion includes helping individuals and families successfully prepare for the future, and empowering women and youth to take control of their financial lives. Her knowledge of employee benefits and experience as an entrepreneur allow her to provide effective strategies for small and mid-sized organizations. Beth is also passionate about serving Brevard's Non-Profit community, and spending time with her grown children. She is a Servant Leader and active member of Church at Viera, serving on the Finance Team and Worship Team, and leads a Women’s Small Group.
PERSONAL INFORMATION
Beth’s experience and knowledge make her a valuable resource. She has been associated with the VALIC companies since 2011, and has been in the financial services industry for 13 years. She holds the following licenses and professional designations:
- General Securities Representative - (Series 7)
- Uniform Combined State Law Exam (Series 66)
- Life, Health and Variable Annuity Insurance Agent
WHAT SHE CAN PROVIDE
At VALIC, we have dedicated more than 50 years to helping Americans achieve their savings and retirement goals. When our clients need someone to talk to about the financial questions that can affect their lives, we are there. We have the experience and the expertise to help our clients across an extensive range of important issues, including:
- Retirement Planning
- Financial Planning
- College Planning
- Insurance Planning
- Fixed And Variable Annuities
- Life Insurance
- Long-Term Care Insurance
- Brokerage/Cash Management Accounts
VALIC
VALIC has more than half a century of experience helping Americans plan for and enjoy a secure retirement. We provide real solutions for real lives by consistently offering products and services that are innovative, simple to understand and easy to use. We take a personal approach to retirement plans and programs, offering customized solutions for individual needs. We are committed to the same unchanging standard of one-on-one service we have delivered since our founding. We can help you live retirement on your terms.
Securities and investment advisory services are offered by VALIC Financial Advisors, Inc., member FINRA and an SEC-registered investment advisor.
Neither VALIC nor its financial advisors or other representatives give legal or tax advice. Applicable laws and regulations are complex and subject to change. Any tax statements in this material are not intended to suggest the avoidance of U.S. federal, state or local tax penalties. For legal or tax advice concerning your situation, consult your attorney or professional tax advisor. VALIC represents The Variable Annuity Life Insurance Company and its subsidiaries VALIC Financial Advisors, Inc. and VALIC Retirement Services Company. Copyright© The Variable Annuity Life Insurance Company. All rights reserved. VALIC.com
VC 21125 (04/2009) J73716
Contacts
Name | Phone | |
---|---|---|
Beth Courtney | Beth.Courtney@valic.com | 321-735-4994 |