Broker Check

For Women - Financial Planning

I have experience working with women who have been divorced, widowed or who have recently come into an inheritance. I feel some women are often under served due to a financial advisor's lack of understanding of their needs, simply by not listening or not being able to relate. When working with women, I may discuss some of the following issues:

  • Planning for retirement
  • Protect assets through insurance planning in the event of disability or care needed by way of Long Term Care.
  • Investment strategies when you make choices to withdraw income from current portfolio upon retirement or in retirement

The modern day women has increased financial planning responsibilities.

Women want clear, simple explanations of their financial choices. I believe greater knowledge about investing explained in a clear, straight-forward way is what can help women as investors make more confident financial decisions.

Feel free to contact me for a complimentary consultation regarding women and financial planning.

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