We actively manage investments and advise professionals and people who are financially independent, so they can make smart financial choices and focus on what's most important to them. We are seeing more and more scams coming through email and cell phones, to us and to our clients. It is important to be vigilant daily, as one wrong click can lead to devastating consequences.
LTC policies can be a financial lifeline to a family to afford support they need without the worry of burdening family. Learn where it stands today. We are here to help our clients make smart decisions including mitigating taxes, preserving wealth, simplifying the transfer to heirs, and optimizing their impact on the causes important to them.
LTC policies can be a financial lifeline to a family to afford support they need without the worry of burdening family. Learn where it stands today. We are here to help our clients make smart decisions including mitigating taxes, preserving wealth, simplifying the transfer to heirs, and optimizing their impact on the causes important to them.
Services
Our team is here to help our clients preserve their wealth and help them achieve what is most important to them. We are Fiduciaries who are ethically bound to act in our client's best interest. Our team members have various credentials including two CERTIFIED FINANCIAL PLANNER professionals, two MBA's and two with Chartered Mutual Fund CounselorSM certification.
We help individuals, families and small business owners pursue their financial goals by using a financial planning process that creates a plan that is unique for each client. We recognize that each client and their situation is unique and therefore requires a plan that is customized to their specific situation.
We start by talking with our clients to get a deeper understanding of their goals and dreams. We use comprehensive financial planning and advanced planning to guide our clients on their financial journey. A wide range of products and services are used to implement these plans. We also work with a network of carefully selected professionals and coordinate the activities of this team to provide the services needed by our clients.
Planning for Retirement Begins with Understanding the Financial and Retirement Goals of Our Clients. We work with many families during that important time just before retirement. As families near retirement, our financial planning process provides the peace of mind to let clients know when they are financially able to retire.
Our team of 7 includes 5 women that understand the issues you face and are ready to help you. We have many clients who are Professional Women. These women have built successful careers. Some of these women are single, some are married and have children. What these women have in common is they face a wide range of issues and challenges that can leave them feeling stretched and looking for help.
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