We specialize in working with women facing life transitions, such as retirement, divorce, job change, or death of a spouse or parent. This often means a lump sum that needs to last to support you for the rest of your life.
We have a minimum for new clients of $1m in investable assets, and are currently taking new clients through referral only.
Here are some of our areas of expertise:
Investment Management
- Asset allocation
- Selection of stocks, bonds, mutual funds and ETFs
- Diversification of investments
- Holistic review of all securities, real estate and other property as part of your overall financial plan
Retirement Planning
- When you can retire
- How much you can spend in retirement
- Strategies for creating a paycheck from your investments – so you don’t outlive your money
Estate Planning
- Guidance on trusts and wills
- How to reduce taxes for your heirs
- Plan for the unexpectedCollege Planning
Risk Management
- Determining adequate level of life insurance
- Analyzing whether long-term care insurance is needed
- Protecting your home and assets
