Elizabeth Shurtz (CFP®)
Elizabeth Shurtz focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Hourly
- Retirement Planning & Distribution Rules
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Hourly
- Retirement Planning & Distribution Rules
Additional Information
Advisory services are offered through Keener Financial Planning, LLC, an investment adviser registered with the U.S. Securities & Exchange Commission.NAPFA Start Date
May 11, 2022