Are financial concerns hindering your confidence?

Let us help you see the big picture. Our team has as understanding of – and experience in working with – the specialized needs of successful women, and those in transition whether due to divorce or the loss of a spouse.

It’s no secret that women often face different challenges than men do when planning for the future. Especially for single and widowed women, identifying which needs to address today and at the same time setting and working toward goals for tomorrow often seem like daunting or even insurmountable tasks.

After all, women generally have longer life expectancies than men, yet, on average, earn less over their lifetimes – often because they spend time outside of the workforce raising children or caring for elderly parents. Add to that the responsibility of raising a family or a sudden windfall – perhaps from an inheritance, legal settlement or other sudden-wealth event – and financial planning can feel even more frustrating and confusing.

That’s where we can help. As financial advisors, we understand no two people have exactly the same needs and that, for women in particular, planning is often even more complex. So, we listen carefully to your concerns, thoroughly answer all your questions and fully explain each investment and strategy we recommend.

We also work closely with your other professional advisors – such as your CPA, attorney and insurance agent – or, if none are in place, make referrals, with the goal of helping you establish a complete financial planning team that can address your needs and assist you in setting realistic, attainable objectives. There’s no reason to go it alon