Despite the fact that women have historically taken a backseat to the financial planning process, they have decided to rise up and take more control of their financial fate. More women are now breadwinners, providing financial stability and security for themselves and their families. They are also active participants in the investment scene.

While women share many of their financial needs with men, they also have unique needs of their own. They face lower wages, higher medical costs, and a longer life expectancy on average.

We recognize these needs and help you steer your life in the right direction, assisting you in such matters as taking control of your financial life, coping with transitions, such as inheritance, retirement, new careers, marriage, divorce, and death. We also help you to leave a legacy for others, such as family.

What we offer

Other Financial Planning Services include:

Insurance Planning

Insurance Planning

How extensive is your insurance coverage? Do you have the right insurance? Is your life insurance adequate, if something were to happen to you? Will your family’s future be secure? Could you be under insured? Could you be over insured?

Investment Planning

Investment Planning

We all agree that actively managing our portfolio is an important part of maintaining our financial health. However, we may not always have the time or expertise to do so. That is why it is important to have a professional do it for you.

Retirement Planning

Retirement Planning

When can I retire and still maintain my quality of life?
How much money do I need to save before I can retire?
When shall I start saving for retirement?

Education / Special Needs Planning

Education / Special Needs Planning

It might be hard to imagine now, but your children will be heading off to college sooner than you think. College costs cannot be underestimated, as the cost of college education continues to rise, outpacing the rate of inflation.

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