Financial Planning for Women

When thinking about your financial future, we understand how important it is to work with an advisor who will listen to your needs, and whom you can trust.

Everyone’s idea of “Financial Freedom” is different, which means there’s no “cookie cutter” financial plan. Our planning process is about you and your individual needs. We are masters at taking complex situations that may be hindering you from making progress, and simplifying them so that you can make intelligent, well-informed decisions. We take the time to educate our clients so that we can support them in determining their path towards Financial Freedom.

Speak with a Senior Wealth Advisor Today

Call 631.218.0077 or keep reading for more information.

Our time-tested methods can help take the pain out of financial planning, ensuring a bright future for you and your loved ones. Here are some of the services we offer, particularly for women:

A Financial Plan that Meets Your Needs

Just as each person is unique, your goals are also unique. Wealth management should be about you, your vision for your future, and the legacy you want to provide your family, friends, and your philanthropic endeavors. Our personalized wealth management process is designed to help you express your goals, and keeps you on track toward achieving those goals. Life is full of surprises, so we continually measure your progress, and adjust your plan along the way. Whatever you envision your future to be, we can help you articulate a clear vision by eliminating the complexities involved, and empowering you to make informed, intelligent decisions.

Transparent Care

Consider us your financially savvy friend with over 31 years of experience. We’re happy to answer any questions or concerns you might have. In addition, we are fee-only financial planners, and are required to act in your best interest as a fiduciary, all of the time. We do not sell anything but advice, do not accept commissions, and have no financial relationship with anyone except you – our client.

Professional Advice

Thinking about starting your own business? Questioning how much you might need to live comfortably in retirement? Wondering how you can safeguard your family’s future? We can help with all of these.

Take the First Step Towards Financial Freedom

Complete our “Getting to Know You” form below, contact our office at 631.218.0077, or e-mail us at
Financial Planning for Women