We approach each relationship on a
"Strategy First" approach. Our role as a fiduciary is to educate and empower clients, especially women and women entrepreneurs, to build confidence and comfort with their financial well-being.
Most retirees and pre-retirees with a wealth accumulation strategy hunger for stablity and are attemting to avoid risk. They strive to build their wealth that will provide income for their lifetime and beyond. Our unique strategy is a different way of looking at financial planning. A financial plan needs to focus as much attention on wealth distribution in retirement as it does on wealth accumulation during one's working years. A successful time segmented wealth distribution plan is designed to provide confidence for retirees into their 90s, as it did in their 60's. Remember, time mitigates risk. Our greates value is your financial well-being!