Tag Archives | women financial planning
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We Love To Work With Women Clients, And It Shows!

We’re thrilled and honored to share that we’ve been singled out to receive the prestigious Women’s Choice Award® for Financial Advisors and Firms for the fifth consecutive year, spotlighting our firm’s commitment to women. Numbers show that only 20% of women investors have a financial advisor, but 70% would like to work with one. The Women’s […]

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Quote: Women Need To Look Squarely At What The Financial Future Holds

“Women themselves must take responsibility for looking squarely at what may be in store for their later years. We have worked with women who assumed, but did not verify, that they would be OK in retirement, only to find that an insurance policy was canceled, a beneficiary designation was changed, or there was more debt […]

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