Plans fail for lack of counsel, but with many advisors they succeed. -Proverbs 15:22
Most of our Clients Fall into 3 Diverse Groups:
*Single Women After Widowhood or Divorce
*Families Who Want to Leave a Legacy
Please Email firstname.lastname@example.org or call 605-275-2310 to set you your 90 Minute Complementary Consultation.
Why Women? We respect women and have and rely on our natural ability to make women and their loved ones feel comfortable.
How We Help Women:
We've made a culture that is supportive and flexible for women. Being women ourselves we understand the need of safety and confidentiality. Wealth is so much more than money, its about your values in life, who you are, what you want and how you want to contribute. Many bright, outgoing, faith-based women have come to us lacking the knowledge and confidence to comfortably manage their own financial affairs. As a result of our culture and openness, these women have become more engaged, wiling to talk, informed, leading a path of self knowledge, excited and want to have an impact in their future.
Addressing Women's Wealth Management Needs
National Association of Women Business Owners
A Top Resource for Women Entrepreneurs
7 Organizations Help Women Business Owners
2019 SEP IRA Flyer
SIMPLE IRA vs Safe Harbor Plans
We've seen an influx of the current sandwich generation taking care of their children and their parents. See below for a great article how to approach a tough conversation.
Talking with Aging Parents