Women Heading Towards Retirement

We help independent women gain the confidence to navigate life's transitions. We do this by partnering with them: providing the knowledge and tools they need to make smart decisions about their financial future, with the end goal to achieve peace of mind through careful planning.  Partnering with a financial professional early on, is the best strategy to assure that you thrive in retirement.

Women Business Owners

Successful business owners know that careful delegation is essential to business success.  Partnering and delegating to a fiduciary financial professional makes sense.  We work with women business owners to put in place strategies to allow you to keep more of what you earn, protect yourself and your business from risk, and plan for your eventual exit from the business.

Company 401(k) Management

We offer 401(k) plan management for small to mid-size businesses.  Assure your plan is in compliance and that it is managed with adequate ERISA fiduciary standards. As a Registered Investment Adviser, we partner with the top 401(k) plan custodians, in the management of your plan.

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Services we provide

We provide financial planning services and investment account management. We work with you to define your financial and life goals and create a personalized financial plan, knowing where you are today and where you want to be at some future point in time. We will adjust the plan along the way, as needed and are always available to provide solutions for you when a new planning need should occur.

We will determine the appropriate portfolio of investments, based on your goals and views on investing, monitor your accounts and provide performance reporting.

Our Strategic Partners

As Independent Financial Advisers and Fiduciary's,  we are supported by and partner with the top institutional financial firms.  We  deliver to you the best financial products to meet your goals.  These firms provide current expert economic commentary, investment analysis  and best ideas to help us in the management of your investments and deliver the best practices in financial planning.

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Your Next Step...

Take the first step towards taking control of your financial life. Contact us now.  Let's begin the conversation!