We are a women owned advisory practice with 80 years of collective experience. We’ve been through or seen it all at one point in our lives and careers: single, married, widowed, divorced. We’ve been mothers, daughters, sisters, and caregivers.
Working with women to tend to their financial lives has always been a major focus of our practice. We help with all aspects of financial planning, saving and investing for retirement, and estate and family issues. We believe it is imperative that women be prepared to take control of their financial lives now or in the future since as many as 90% of women will be responsible for their finances at some point in their lives. We help our clients become confident decision-makers with careful planning and ongoing education. Some of our clients are as interested in investing and financial matters as we are but many are not. We know what it’s like to be thrown into something you’d rather not have to deal with and our best advice is to be as prepared as you can and get help when and where you can.
We take the time with our clients to help them understand their statements and reports and get to know them and their needs from us as advisors. We hold hands. We do monthly educational calls when they are requested. We will spend as much time with you as you need. Most importantly we will make sure you are prepared and informed and on the right track. We are here to help.
Banking and lending solutions provided by Raymond James Bank. Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. are affiliated with Raymond James Bank, a Florida-chartered bank.