Financial Planning
Many individuals confuse financial planning with general savings and investing advice. While how to save, where and when to invest those savings, is every bit important. Prudent Financial Planning goes much beyond the realm of just saving and investing.
College Planning
Oftentimes, the higher education expense comes up more quickly than we would think. It is important to have a strategy for the expense at hand so other financial buckets do not have to be depleted. Having a well-thought out plan will ease the burden.
Business Owners
When you are full of ideas for starting a new business, all you can see is what’s going to happen tomorrow. Many financial aspects of the business can and should be added into your plan. We help to make sure your retirement plan suits your company and employees.
Estate Planning
For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they have passed.
Women in Transition
From career-woman to wife/partner, and from caring mom to single-motherhood, separation and divorce – women go through more transitions during a lifetime than most of us realize. And through it all, women often juggle several balls simultaneously, doing the best they can, while often hoping for the best. However, LIFE HAPPENS, and that’s why we’re here to help women navigate through all of those transitions safely and securely.
