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Independent Women

Women have different financial realities than men – they live longer, spend more time in retirement, and are more likely to take time out of the workforce to raise their family. By taking the time to build relationships and understanding women's financial goals, needs and objectives, we help women take ownership of their financial lives and make life’s important decisions. We believe that financial planning is a process not a product, and  gain our clients trust by demonstrating value, effectively communicating, educating, and offering solutions.

How we assist you:

  • Understanding your goals and needs
  • Assessing risks and your risk tolerances
  • Developing your strategy
  • Customizing solutions for you
  • Implementing and managing your strategy

To help you reach these goals, needs, and objectives, our services include:

  • Cash Flow Analysis
  • College Funding Advice
  • Elder Care Strategies
  • Investment Analysis
  • Second Opinion on Investments or Current Financial Plan
  • Income Tax Planning
  • Insurance Analysis
  • Personal Financial Planning
  • Retirement Planning Strategies