A financial steward for independent women

You know the demands of balancing all the things that need attention in your life – but what’s most important are the people you care about. That’s our priority, too. That’s why we spend a lot of time partnering as the financial steward for independent, divorced and widowed women. You want someone to help you plan, bounce ideas off of and guide you toward the future you want and deserve.

Especially for single and widowed women, identifying which needs to address today while setting and working toward goals for tomorrow often seem like daunting or even insurmountable tasks. After all, women generally have longer life expectancies than men, yet, on average, earn less over their lifetimes – often because they spend time outside of the workforce raising children or caring for elderly parents. Add to that the responsibility of raising a family or a sudden windfall – perhaps from an inheritance, legal settlement or other sudden-wealth event – and financial planning can feel even more frustrating and confusing.

That’s where we can help. As financial advisors, we understand no two people have exactly the same needs and that, for women in particular, planning is often even more complex. So, we listen carefully to your concerns, thoroughly answer all your questions and fully explain each investment and strategy we recommend.

We also work closely with your other professional advisors – such as your CPA, attorney and insurance agent – or, if none are in place, make referrals, with the goal of helping you establish a complete financial planning team who can address your needs and assist you in setting realistic, attainable objectives.

There’s no reason to go it alone or make guesses regarding your finances. We’ll serve as trusted, knowledgeable partners in setting a truly customized course toward your future as we help with:

  • Financial planning
  • Investment management
  • Asset allocation and management
  • Estate planning
  • Trust services
  • Retirement planning
  • Risk management
  • Tax planning
  • Insurance planning
  • Business succession planning
  • Multigenerational planning
  • Wealth transfer
  • Charitable giving strategies