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Client Centered

Let’s face it, you have a lot on your plate. Taking care of your finances will fall somewhere on that list but the fact of the matter is that women face unique financial challenges. Many are unsure who to talk to or how to evaluate their options. How do you manage your daily finances today and be prepared for your own retirement tomorrow? What happens if you need to take off time to care for loved ones or change professions due to health? How can you best take advantage of your employer benefits? Which comes first, saving for retirement or saving for college? How much should you save and where?

We’ve been helping our client’s understand the planning issues specific to women and then partner with them to make informed financial decisions about their future. You work hard in and outside of the office; let’s make sure your money is keeping up.

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