While we work with a variety of individuals, we are especially interested in empowering women through financial planning. Women approach finances differently than men and need a little extra help during times such as:
Death of a spouse
The death of a spouse or significant other can turn your life upside down. As women enjoy longer life expectancies, there is a higher likelihood of facing this situation.
Divorce
The decisions made during divorce regarding custody, division of assets/debts, and alimony- can impact many aspects of life, including financial goals, taxes, and retirement.
Career Change
Whether by choice or necessity, there are financial changes that come with a career change. How do you address these changes and stay on track toward your financial goals?
Blended Families
A blended family has many unique financial and planning issues. We specialize in helping blended families define their family goals, understand their financial obligations, and put in place vehicles for the protection of family assets.
“Goals are not achieved overnight and dreams change with life events, so building long-term relationships is both necessary and important to us and your success.”
We take a comprehensive approach to financial planning by first gathering the data of your current situation, helping you identify your dreams and goals and then putting together the action steps to get you to your goals.
Are you prepared?
- How will I financially take care of my family?
- Will I be able to retire as planned?
- How do I get back on track for my goals?
- What happens with Social Security?
- Do I need to get a job (or a different job)?
Helping people to succeed in life is our passion. Everyone’s situation is unique and everyone’s goals and dreams are different so there are no cookie cutter solutions.
As Independent Financial Advisors we are not tied to a specific set of products but rather have access to a multitude of options to build a customized strategy for your unique situation.