A partner to count on

Women investors have their own unique needs and issues, and our team has a personal connection to many life experiences that can arise. Whether you’re looking to retire or are dealing with the circumstances surrounding becoming suddenly single, we’re here as your trusted advisor to listen and provide a plan among shifting priorities.

Whether you’re considering retirement, are about to retire or are already living in retirement, we can help plan for the differences that women are faced with when they enter this phase of life. We can also assist in the event that you’ve received an inheritance and aren’t sure what to do first.

The National Center for Research states that:

  • Women change jobs more frequently than men.
  • Women wait longer to start saving for retirement.
  • Half as many women as men receive pensions.
  • Women earn less than men for the same job.

Add the fact that women stay out of the workforce longer to care for children or parents, and they live longer. To avoid outliving your money in retirement, it’s vital to save more than men. We know how to get you on track so you can plan for a pleasant and long retirement.

The unthinkable has happened. Now what? In the aftermath of losing your spouse, the last thing you want to think about is money. However, whether you’re young with children or a retiree in your golden years, the death of your spouse will force you to quickly make financial decisions that will impact the short and long term.

To regain financial independence, developing a plan and taking control is key. That’s where we come in. We help you create checklists and consider things you may have overlooked as we map out your financial plan. We’ll help you determine which financial decisions need to be made right away and which can, and should, wait. By taking control of your finances, you’ll gain confidence in the ability to care for yourself. And, ultimately, you’ll be well positioned to make the necessary decisions to plan for your future.

Divorce is a messy business by any measure. While the emotional toll is devastating, the financial side can often be just as severe. Decisions made will have long-lasting effects on your personal and family life. In divorce there are no winners, but the outcome tends to favor those who know the facts and prepare accordingly.

Face this challenge with your eyes wide open and chart the best course for you and your family. We are here to help you understand the financial side of divorce – and develop an action plan that can help ensure the best possible financial outcome for you.