Striving toward your goals – for your retirement or overall legacy – takes thoughtful planning and preparation, even if you have many years in the workforce ahead. When you add children to the equation, now you must balance the need to save for your retirement with budgeting for their needs as well. We understand these competing priorities and factor them into a detailed financial plan.

Divorce brings with it an untangling of shared assets and many financial decisions. It may seem daunting at times. That’s why you should seek the advice of professionals who can create a personalized plan for your financial situation and will put your best interests first. Putting our experience to work for you, we help you avoid common pitfalls and move toward your goals.

Moving through grief, trying to figure everything out and learning as you go – it’s a difficult process, and one we have firsthand experience with. These experiences inspire our approach to serving widows and helping them take control of their financial situation. Having a support system is key, and we are always honored when someone chooses us to be a part of their inner circle.

With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.

While all women are unique, many face similar challenges such as time away from careers to care for family or aging parents, the likelihood of marrying later in life or finding yourself suddenly single from a divorce or outliving your spouse or partner. How you approach these things may be different. Doesn’t it make sense to be as educated and involved as possible when it comes to your finances? We think so.