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Our Clients

Although our clients have different lifestyles, ages and personal goals, we’ve developed a passion and specialty in customizing strategic financial plans for Women, Retirees, and Pre-Retirees retiring within the “Retirement Red Zone” (5 years before retirement).

“Women can’t afford to invest as well as men. We need to do it better.”

-Bridget Macaskill, Former CEO Oppenheimer Funds



  • 90% of women will be solely responsible for their finances at some point in their lives 1
  • High probability of widowhood – 70% of “Baby Boom” women will outlive their spouses 2
  • More than ¾ of children who live with a single parent live with their mother 3

We help women discover ways to attain financial freedom.


Source: Women in Phlanthropy, March 2003 
Source: US Census Bureau, Current Population Survey, March 2002
Source: US Dept. of Health and Human Services, Administration on Aging, June 2001


Have you considered that your retirement years could exceed your years of employment...

 


  • Will your retirement income keep pace with the rising cost of healthcare, food, and other ongoing expenses? 
  • Is there a chance you could outlive your retirement nest egg? 
  • Do you have a tactical investment strategy whereby your investments are frequently monitored & revised based on the economic environment? 

Seek wise counsel. Retire with confidence.

One year from now you may wish you started today...

 


  • How much money will you need to retire; are you financially prepared? 
  • Are your investments too aggressive or too conservative for your planned retirement age? 
  • Have you developed a “retirement income strategy” that coordinates social security, pension, and personal investments? 

Our Retirement Assessment Analysis is designed to answer these questions and more to help effectively plan your retirement.