Traditional investment management and financial planning fails many women. Women on average live longer, earn less, and face more family responsibilities than men. Women also tend to take less risk and have less investment experience. All of these factors are important in crafting a successful investment strategy.
Our team understands the intricate challenges that female investors face, through our own experiences and through those of others. By working closely with you to understand your goals, expectations and risk tolerance levels, we can create transparent strategies that match your financial needs. It’s never too late to take to take control of your financial future.
We have a professional female team with extensive experience with the complex issues women face including caring for aging parents, raising children, and coping with death, disability or divorce. Our areas of focus include:
Retirement, Tax & Estate Planning
Divorce or Separation Advice
Elder Care and Special Needs Planning