Helping women maintain financial independence

Women increasingly, either by choice or circumstance, take the lead in managing the financial affairs for themselves and their families. There are also special life situations such as starting a family, death of a spouse, divorce, or long-term care of a parent or other family member, which often provide unique financial challenges.

Some issues that may arise include anticipating sufficient income to cover each month, life insurance proceeds, maximizing your savings, Social Security, and the retitling of financial accounts.

We understand that and work with clients to develop a plan that anticipates and addresses these challenges as well as provides for their financial needs in order to help them feel comfortable that their life goals may be achieved.

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.