Addressing issues unique to women

As a practice founded by a woman, we understand the importance of helping women take control of their finances – and their futures. Our team’s goal is to help you achieve confidence in the pursuit of your goals in planning for the life you want. At the core of our process is building a strong relationship with you, collaborating with you in a space where your opinion and concerns are valued and heard.

Whether you are a career-oriented professional, a divorcee or a widow, you don’t have to go it alone when it comes to your financial affairs – we can provide high-level expertise to help you realize your goals. Our team is here to guide you through the financial complexities, and be a solid source of support and guidance throughout each stage of your life.

There are many financial issues unique to women. Their careers are often paused when having children, which can result in smaller Social Security payments down the road, or they may not work outside the home. Women may find themselves caring for aging parents, and have to deal with the demands of career and family simultaneously.

Additionally, women have longer life expectancies than men, which raises the risk of running out of money in retirement. Furthermore, the death of a spouse can have major financial implications. There are medical bills and funeral expenses, and decisions to be made regarding matters such as life insurance proceeds, Social Security and the retitling of financial accounts. We are here to help all independent women have a plan for moving forward with their lives.

We are here to help you address and resolve these and all issues and concerns you may have, and to sit down with you to create a clear financial plan for moving forward with your life as an independent woman.

Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as financial advisors of Raymond James we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.