Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
All Americans are facing sizable challenges as they prepare for retirement, but the challenges are further compounded for women. As caregivers for the family, as the ones most likely to be widowed, as the ones responsible for their own long-term care, women have critical planning and investment needs that often extend beyond those of men.
We believe in empowering women to understand the critical challenges and opportunities unique to them. Together, we can help you plan to overcome those challenges, continue to care for family, friends and loved ones, and enjoy a fulfilling retirement.
For further perspective, the following report outlines some approaches to saving for retirement and to helping women take control of their financial lives.