Broker Check

Women & Wealth

Whether you are recently divorced, widowed or just simply looking for financial advice geared more towards the unique planning needs of a Savvy and Independent Women, you have come to the right place.

Our highly engaged, supportive and experienced women and wealth advisory team is made up of; well savvy women, of course. They are passionate about helping other women who find themselves at a crossroad in their lives, and although they are often well educated, many are not as well versed in retirement planning and investing as they would like to be.

Amazing things happen when women team up – especially when they come to us with a strong desire to change their financial futures, expand their knowledge and build their confidence regarding money and investing. Empowering women with the tools they need to be financially independent is where our dedicated women & wealth financial planners really make a difference in the lives of everyone they work with.

Women & Divorce

Many women seek our advice when they are going through challenging and difficult times. Divorce can certainly be one of those times. No one plans for their marriage to end in divorce. Sadly, it is something happening more often among couples over the age of 50.

Going through a divorce is stressful, mentally demanding and emotionally taxing. Once you start the planning and rebuilding process, however; you may find it liberating to shed some aspect of your former life and transition to the next chapter on your life’s journey.  

We understand and can assist you with:

  • Re-Investing the proceeds from a QDRO or other monetary settlement
  • Reviewing and updating your retirement planning goals and strategies
  • Reviewing your current financial situation and tax status
  • Helping you get financially organized and understand what you own
  • Updating your estate and wealth transfer plans 

Widowed Women

In the aftermath of losing a spouse, it can be overwhelming to have to make what is often numerous financial and lifestyle decisions, especially when this may be the first time you are making these types of decisions on your own. It's challenging to know which choices to make, when to make them, and sometimes, whether or not to make any choices at all.   

We understand and can assist you with:

  • Gathering and completing death claim and change of ownership forms
  • Determining the value and location of all your assets and accounts
  • Updating Beneficiaries
  • Ensure you have the income you need to maintain your desired lifestyle
  • Updating your estate and wealth transfer plans
  • Communicating with your attorney and other family members 

Savvy Independent Woman

Whether you are at the “end of your rope” or the top of the corporate ladder, there is always more to learn about how you can make your money work harder for you.

The Savvy Independent Women we work with tend to be fun, caring, confident and driven to success both personally and professionally. Many are juggling career and family responsibilities, running a business, or making a difference in the communities where they live and work, or all of the above. But in doing so, many are also often putting the goals and objectives of others before their own needs.

Women are great at multi-tasking but many drop the ball when it comes to preparing for retirement or planning how to best transfer their wealth to the next generation.

We can help by providing clear guidance and actionable advice unique to the specific planning needs of Savvy Independent Women. We are here to encourage, inspire and support your desire to become more Savvy about your money and your financial future.