
BOCA RATON, FL — Those fortunate to have Lady Lancelot Nancy at their side advising on financial matters are highly likely to outlive their income.
Yes, to those who consult Nancy Hite, CFP® for financial guidance she’s more than a skilled financial planner, fiduciary and founder of The Strategic Wealth Advisor®. She’s like their Lady Lancelot at the Financial Planning Round Table helping to create more revenue or rescue what savings you have now for a worry-free future.
When not helping her clients plan for and live a financially secure retirement, she’s trademarking slogans like “Pay Taxes on the Seeds, not on the Harvest.” That is one of her financial guiding principles for which she has just been granted trademark protection.
With over 25 years of experience helping clients navigate retirement and long-term financial planning, Nancy has built a reputation for delivering clear, principle-based advice that honors her client’s risk tolerance and helps them achieve their financial and lifestyle goals.
Another trademark of hers reflects a core philosophy she shares with clients: Plan wisely now to preserve more later.
Hite says, “This phrase represents a mindset shift—one that empowers people to think differently about how and when they pay taxes. The goal is to help them keep more of what they’ve worked so hard to grow.”
Nancy is widely recognized for helping clients create retirement income that will last as long as they do—even if they live to be 100 years old. Her insights and expert guidance provide her clients with clarity in uncertain financial times.
If this sounds like a practical approach to financial planning that could benefit you, connect with Nancy Hite, CFP on Linkedln.
“When you’re around Nancy, be prepared to be inspired,” said Tom Madden, an author and CEO of TransMedia Group, who assisted Nancy with a title for one of her inspiring books, The Retirement Mirage: Time to Think Differently.
Madden said TransMedia is taking Lady Lancelot’s latest genius idea to large financial investment firms that engage in retirement planning accounts for employers.
“We believe firms such as Fidelity, Vanguard, Goldman Sacks, Charles Schwab, BlackRock, JP Morgan and even some insurance companies like Nationwide who do retirement plans for organizations will see the wisdom behind Nancy’s ideas.”
Nancy wants to inspire them to embrace her idea to help Congress to effectively reduce the spiraling deficit by requiring retirement plans to offer a Roth option. Then every American saving for retirement would be able to contribute to either a regular retirement plan or a Roth retirement plan.
This will benefit everyone saving for retirement, will bring additional needed revenue into the US Treasury and will provide even more income to the brokerage firms mentioned above. It’s a triple-win!!!
Besides writing books, blogs and whatnot, Tom Madden runs a victorious PR firm, TransMedia Group, together with his dauntless daughter Adrienne Mazzone. Today, she is president of the firm Madden started back in what now seems to him was the 12th Century when he left NBC (actually 1981) where he was vice president, assistant to the president, then the invincible knight of network television, Fred Silverman, a Sir Lancelot of TV programming.
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