Everyone has the same financial goal - to find the optimal investment strategy to maximize return while minimizing risk. However, women can face many unique issues that many men do not while seeking to take control of their finances. Women’s financial situations can be largely impacted from common life events such as starting a family and/or widowhood, etc. Our goal is to educate and empower women to give them the confidence to be prudent investors by encouraging financial literacy. Together, we will discuss your finances in an easy to understand manner, so that we can devise a plan for you to gain control of your financial life.
Portfolios by design
Beginning your career already in debt from student loans can be an almost overwhelming experience. Especially if you are unfamiliar with budgeting tactics and tools because let's face it, no one ever taught you how to manage your money. Our goal is to educate you on how to properly save and spend your earnings using the one thing that defines your generation the most- technology. Robo-Advising is a revolutionary way to provide tailored, digital financial planning advice based on your unique financial situation.
INSURE Your future
The needs of each business owner is unique and requires a great deal of attention that you may not always be able to provide. We encourage you to delegate your business and personal financial matters to us so you can focus on what you do best, successfully running your business. Rest easy knowing that whether we are working with you on your business or personal planning, we are acting as fiduciaries. So allow us to work hard for you, so you can spend time doing the things you enjoy.
Create your own path
As a federal employee, you have a benefits program that is among the most complex programs in existence and are often under-served. We highly recommended that you seek the advisement of not only a qualified financial planner but a team who has the experience and knowledge of the federal benefit program. We have staff specially certified in understanding and maximizing these benefits on your behalf.
Devise a Plan of Action
Are you nearing retirement and have questions about Social Security? Are you worried about income, the soaring costs of healthcare or just plain running out of money? Or are you in the beginning phases of planning and simply want to know how much money you need to save for retirement? Don’t fret, we have many financial tools available to help you through all phases of your financial life. We are here to guide you through the planning process to build retirement savings, advise on asset management, reduce overall risk, minimize taxes and cover long-term care planning concerns.
You’re retired, now what? You’ve saved a lifetime worth of income, chosen your healthcare and created a retirement plan focusing on long term income distribution. You may be thinking it’s smooth sailing from here on, but now more than ever, it’s important to review your plan. There may be opportunities to reduce taxes, maximize returns or preserve assets. Yearly reviews provide the opportunity to update your plan and ensure your golden years are truly golden!
Stay the Course