Carolyn Humphrey

Hello.

I am the co-founder of Empowered Financial Strategies and financial advisor. As a critical thinker, I combine my passions for education and coaching with my analytical skills. I specialize in helping clients build strategies to turn their assets into income during retirement. I educate on long-term care, Medicaid, Medicare, tax strategies and Social Security. I help create a financial strategy with a clear visual picture. My goal is to maximize your financial potential and security to and through retirement. Born in Rochester, New York, I attended Binghamton University, earning a bachelor’s degree in mathematics with a concentration in Computers and Statistics. I hold a Life and Health license as well as Finra Series 6, 63, 65, 7 and 24 licenses. I have earned a number of designations through The American College. These include Retirement Income Certified Professional, (RICP®), Tax Planning Certified Professional, (TPCP®), Wealth Management Certified Professional (WMCP®), & Chartered Leadership Fellow, (CLF®). In addition to working as an advisor, I am a national trainer and have spent years in field management, training, and managing teams. I also serve on The American College Alumni Advisory Council and the Leap Software Advisory Group. My focus is on the detailed analysis of my client’s present situation, helping them understand their strengths and risks. I then build strategies to fortify strengths and diminish risks, while helping build wealth and reach their goals. I enjoy the challenge of thinking through the different investment and insurance options, testing different ideas and putting different pieces together to form a strategy that will improve the lives of those I serve. As an advocate for education, I have created a Financial Literacy Program for teens that we offer to non-profits, schools and other groups who serve our youth. We also offer many other workshops. Topics include, Retirement Income Planning, Special Needs Planning, Estate Planning, Women Empowerment, Financial Literacy, Business Planning & College Planning. Schedule your workshop today. My other interests include nutrition and preventative health; I love hosting a great party or dinner and building community. I adore fast-paced sports, including rugby, football, and hockey, (ice & field). I love biking & hiking or just going on a long walk with my dog. Married for over 30 years, we love traveling, gardening, gathering with friends and our large families; with our rescue dogs at our side. We support a number of rescue organizations including the Binghamton Rugby program, the Delaware Rugby Foundation, The Boys and Girls Clubs of America, and our church. I am a hopeless optimist, and I believe that one day my Buffalo Bills will win a Super Bowl. (#GoBills)