How Can Cindy Help You?

Let Cindy know a little bit about your question or issues. She will review your submission and contact you regarding next steps.

Individual Retirees. When asking Cindy a question, please provide detailed information about your needs and situation so Cindy can provide the best response.

Advisors & Organizations. If you are a Financial Advisor, Private or Non-Profit Company, or a Government Agency, please provide context about your training or organizational needs.  

Regulatory Disclaimer

Cindy Lundquist and her affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.