ABOUT STREETWISE
Navigating through the complexities of investment strategies and financial decisions that individuals need to address can be a daunting task. StreetWise Financial Planning was established based on the belief that most people need some measure of help planning their financial future, regardless of their education, occupation, marital status or level of wealth. Whether you are just starting to explore your options or you are ready to retire and begin the distribution of the assets you have accumulated, we are able to help you with the process. To learn more, Contact Us today.
®
Lauren holds her Bachelor of Science in Finance and Management. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and an NEA Retirement Specialist. She resides in Tranquility, NJ with her son and daughter.
Julia Freeman, Client Service Specialist
In her role as the Client Service Specialist for StreetWise, Julia is tasked with the new client on-boarding experience and addressing the account servicing responsibilities for the firm’s clients. This includes opening of new accounts, processing all forms and service requests, and responding to the day-to-day needs of customers. Prior to joining the Streetwise team, Julia worked for her family funeral home and also as a banking supervisor within Middlesex and Monmouth County.
Julia lives in Ocean County, NJ with her husband, two children, and two cats. Julia enjoys vacationing with family and spending time down the shore.
LAUREN RAGSDALE, CFP
Since 2006, Lauren Ragsdale has helped investors enhance their financial independence. Prior to establishing Streetwise Financial Planning, Lauren’s career extended across the industry, from MetLife and United Capital, to First Allied Securities and Nicholas Pascarella & Co. Her diverse experience plus her personal approach, she provides clients with a rare advantage in pursuing their objectives. From investment strategies and protection plans, to retirement strategies, estate planning, and tax solutions, Lauren specializes in a spectrum of financial services. Whether working with families, retirees, or educators, Lauren truly enjoys helping clients achieve their goals and broaden their understanding of the financial world.
PRODUCTS AND SERVICES
RETIREMENT PLANNING
Retirement Needs Analysis
403(b)/403(b)(7)
401(k)/401(k) Rollover
IRA/Roth IRA
BUILDING WEALTH
Asset Allocation
Pension Maximization
Education Funding
RISK MANAGEMENT
Life Insurance
Estate/Legacy Planning
Disability Insurance
Long Term Care
CONTACT US
StreetWise Financial Planning
P.O. Box 197
Tranquility, NJ 07879
​
o: (973) 534-3673
f: (973) 529-0210