Specialties
Typically, we help working women who handle their finances and are concerned about making wrong decisions that could prevent them from reaching their goals or even cause them to burden their families. Before working with us, they feel anxious that they're not doing everything they could do with their wealth. And they're often frustrated with being sold to or feeling like they're not being heard or listened to by other advisors. We provide tremendous value to our clients. We have been able to shine by being better able to relate to our female clients so that we can build those to lasting relationships. Certified Financial Planner, Physicians Nationwide, CFP, Fee-Based, Investments, Long-Term Care, Disability, College, Estate, Fiduciary, Retirement