Women are Different
I understand that women’s needs are different:
• On average, women earn less than men.
• On average, women pay more for certain items like haircuts and dry cleaning.
• On average, women tend to take the lead on caring for multiple generations from kids to aging parents.
• On average, women tend to live longer.
Let’s take what makes you unique and use it to your advantage. Let’s evaluate where you are and move you forward. Let’s dive into the process together so we can develop a financial plan that works for you. The conversation to start doesn't have to be scary. You never have to be alone on your financial journey again. I am here to help. Please call me today for a free consultation.
What We Offer
Retirement Savings Accounts
We can help with employer-offered plans, such as 401(k)s, and with new or existing traditional or Roth individual retirement accounts (IRAs).
We offer a variety of policy options so you can have a sense of reassurance that those you love will be taken care of.
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
These products can turn savings into income when you need it. That lessens your guesswork as you plan for retirement.
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Our options help you balance performance and purpose.
We can help you assess your options, including those available through your employer and government programs.