We work with women facing life transitions, such as retirement, divorce, job change, or death of a spouse or parent. This often means a lump sum that needs to last to support them for the rest of their lives.
We are currently taking new clients through referral only.
Here are some of our areas of expertise:
Investment Management
- Asset allocation
- Selection of stocks, bonds, mutual funds and ETFs
- Diversification of investments
- Holistic review of all assets and property as part of your overall financial plan
Retirement Planning
- When you can retire
- How much you can spend in retirement
- Strategies for creating a paycheck from your investments – so you don’t outlive your money
Estate Planning
- Guidance on trusts and wills
- How to reduce taxes for your heirs
- Plan for the unexpected
College Planning
- The best ways for your family to save for college
- Sources of funding for tuition
- Sorting through the financial aid confusion
- Helping to explain FAFSA and private college forms
Risk Management
- Determining adequate level of life insurance
- Analyzing whether long-term care insurance is needed
- Protecting your home and assets
