Financial Advice for Women by Women
Upper Middle Class Women, Families and Individuals in Transition.
Why Women? We respect women and have and rely on our natural ability to make women and their loved ones feel comfortable.
Our team builds relationships, motivates and empowers clients- primarily women, and families to feel comfortable managing their financial lives, especially during and after times of significant change and transition.
- The loss of a loved one
- Career change
We can also help you with your other wealth management goals, including planning for children’s and grandchildren’s higher education, starting a business and transferring wealth to future generations.
***We always offer an initial complementary discovery meeting to all those in need.
How We Help Women:
Many bright, outgoing, faith-based women have come to us lacking the knowledge and confidence to comfortably manage their own financial affairs. Many of these women we help have supportive and encouraging husbands and loved ones. We realized they needed more than wealth management advice – so we developed an encouraging and fun environment where they could learn about planning and investing and gain the confidence to make smart financial decisions. As a result, they have become more engaged, informed and excited about their future.
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