Many of our clients came to us seeking a plan for a new beginning. Many are widows or experiencing a divorce. Each scenario brings profound change and uncertainty to life. They sought a strategy unique to their situation where technical expertise could be implemented in an understandable and approachable way. Some were overwhelmed with the sole burden of managing their financial affairs and wanted a trusted advisor to shoulder these decisions allowing them to focus on areas they enjoy most.

"42% of all women lack financial security."
Source: Analysis of U.S. Census data by Wider Opportunities for Women

You may find yourself asking:

  • How can I best organize my financial affairs?
  • Who can I trust for guidance in financial matters?
  • Are my assets positioned appropriately?
  • How will my income and expenses change?
  • What is the best way to fund a child or grandchild’s education?
  • What happens to retirement plans and 401(k)s now?

We invite you to review our article titled "Women and Money: Taking Control of Your Finances".

And if you would like to talk with us, please contact us here.

You should discuss tax or legal matters with the appropriate professional.