financial counsel for women investors

It may not be fair, but women often face challenges that men don't. For example, they are more likely to take off from work after giving birth. They are often the primary caregiver for aging parents. And too often, they relinquish control of family finances to their spouse and find themselves adrift in the event of divorce or their spouse's passing.

We understand the challenges women face and how to help you get the answers you need to make decisions about your investments and your estate. And as your life changes, we’ll be here to help you readjust and move forward with a financial strategy designed to meet your current and future needs. To us, each situation presents a challenge and an opportunity to make smart, pragmatic financial decisions.

Services Include

  • Risk Management
  • Financial Planning for Women in Transition
  • Retirement Income Planning
  • Social Security Optimization
  • Tax Planning
  • Health Care Planning
  • Long-Term Care Evaluation and Planning
  • Estate and Legacy Planning
  • Personalized Wealth & Investment Management

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