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Women and Investing

We provide solutions that are tailored to a women's unique life situation, balancing desires for growth, safety, and income. 

Planning ahead is the most important thing you can do to help secure your financial future. 

Whether our clients are professional women or women who survived a critical life event; they all need to protect themselves for the future, and achieve financial independence. 

One Day, one moment, one event

can change your life forever...

Divorce is a painful transition for a family.  Going from a dual to a single income household brings many financial challenges.  Women are disproportionately affected by divorce. After divorce, women may become solely responsible for their earnings, savings, insurance needs and retirement planning.  The good news is... life does go on.  However, it is critical to anticipate and plan for its potential effects on your income, savings and retirement goals. 

Our firm can provide guidance and work with your divorce attorney to help navigate you through the stressful and complex process of unraveling your marital assets and finances.  We can offer independent assessments of the martial assets, including 401(k)s, IRAs, stock options, investment portfolios, social security benefits, etc.  We can provide analysis and projections that show the full financial implications of proposed settlements; critical information you can use to substantiate and justify your position at the negotiating table.

The death of a spouse is one of the most significant and traumatic life events, and often triggers the need for financial advice.  You may be making financial decisions on your own for the first time in many years.  Even though you may feel that the world has stopped, life does continue. At this difficult time, widows often look for trusted and caring advisors to help guide them. You will need to ascertain what benefits you may be entitled to; like social security, health coverage or pension benefits.  We can assist you with submitting life insurance claims or ownership changes for accounts you are the beneficiary of.  Of course, you will need to take the time to grieve before making any major financial investments.  However, once you are ready to move forward, we are available to help. 

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