Rebecca Noss (CFP®, ChFC®)
Rebecca Noss focuses in the
following client markets or areas of practice:
- College/Education Planning
- Federal Employees
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Medical Professionals
- Tax Planning
- College/Education Planning
- Federal Employees
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Medical Professionals
- Tax Planning
Planning Specialties
Military, Veterans, Military Medical Professionals, Public Student Loan Forgiveness, Federal Employees, and Tax Planning.Additional Information
I specialize in planning for military, veterans, military medical professionals, public student loan forgiveness, federal employees, and tax planning. I have had the privilege of assisting numerous soldiers, sailors, airmen, marines, federal civil servants and veterans to navigating the complexities of maximizing long-term tax efficiency, securing retirement, harnessing benefits to achieve life goals, and attaining financial peace of mind. Having spent 15 years married to a military physician, I possess an intimate understanding of the nuances of military life. My husband and I have two sons and our family is currently stationed at Camp ‘Bull’ Simons near Eglin AF Base, FL.NAPFA Start Date
May 31, 2024
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