Consulting Services for Women-Owned Businesses

Women face unique financial challenges during different life stages: single, married, widowed, employee, small business owner, stay-at-home mom, retired… the list goes on. It’s important to work with a trusted advisor who can help you navigate through these challenges. We are in a much better position today to achieve financial security for ourselves and our families. We can help you get started by becoming a more knowledgeable investor, planning for retirement, protecting your income and assets, and creating an estate plan. Don’t let another day go by…

Women-owned small businesses are one of the fastest growing segments in our economy and definitely brings along their own set of challenges. As a small business owner, I understand the struggles and demands along with the rewards. Small business owners are notorious to putting themselves last on the list; they forget to plan for their own futures. Let’s talk about how you can help your employees save for their retirement while saving for your own retirement. By establishing an employer retirement plan, your company can also receive a tax deduction. It’s a win/win for everyone!