Our specialty services include:
We specialize in helping our clients prepare for retirement and as they approach retirement we help create an investment portfolio that aims to generate an income that is stable and sustainable. Managing money before retirement is much different than managing money during retirement.
Social Security retirement benefits help provide lifetime, inflation-adjusted income. Combined with your retirement savings, plus any pension benefits you may receive, Social Security may serve as an important component of your overall plan for retirement income.
It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the later.
From career-woman to wife/partner, and from caring mom to single-motherhood, separation and divorce – women go through more transitions during a lifetime than most of us realize. And through it all, women often juggle several balls simultaneously, while often hoping for the best.
Like Retirement Planning, which has to commence long before you enter into retirement, Education Planning (for yourself or your children) needs to occur well before mature learners or young scholars are poised to embrace higher education.