“I'm not afraid of storms, for I'm learning how to sail my ship.”

- Louisa May Alcott


-how much more likely women are than men to be impoverished at age 65 and older.1

- how we can help-

Successful business woman, entrepreneur, mother, artist, wife, mentor, leader community activist; Whether for your education, career or family, you probably had a plan to reach your goals. By working with a trusted financial advisor, you can access the resources and support you need to develop a personalized plan – to prepare for all life has to offer. Caring for loved ones makes women more likely to face interruptions in their earnings arc. There’s also a greater probability that you will outlive your spouse or partner.

1. National Institute on Retirement Security

You can turn to us for comprehensive financial planning and leading-edge resources.

We strive to continuously educate women on their finances, as well as inspire them to make positive financial decisions for themselves and for their families.

  • Longevity Planning
  • Establishing accounts in your own name and reviewing your personal credit history
  • Reassesing insurance needs
  • Calculating and reviewing Social Security benefits
  • Retirement income planning
  • Saving for college
  • Estate planning
  • Family wealth education
  • Health and long-term care protection
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