We can help address your and your family's needs in these important areas.

 

Your finances

  • Provide long-term, competitive-cost, smart investments and wealth planning
  • Run projections to help you stay on track and achieve your goals
  • Help during life transitions, such as retiring, selling a business, downsizing, divorce, or loss of a loved one
  • Consolidate your accounts and help keep you organized
  • Point out investment and financial blind spots
  • Offer tax considerate strategies, so you can keep more in your family
  • Maximize Social Security for you and your parents, particularly if widowed
  • Coordinate Medicare and assist in selecting the proper Medicare Advantage plan or supplement
  • Strategize through advanced charitable giving
  • EmpowHer Financial Plans: Women-centric financial planning
  • Connect you to professionals like:
    • Accountants
    • Estate and elder care attorneys
    • Care managers
    • Home care professionals (medical and non-medical)
    • Senior living advisors
    • College advisors

 

Your Kids

  • Establish a college savings plan
  • Maximize the college financial aid your child may receives
  • Offer financial literacy, to help educate them on managing their inheritance
  • Guide them toward their own financial independence

 

Your Parents

  • Set up automatic bill pay for your parents, from their accounts
  • Provide duplicate copies of tax forms to you and your parents' accountant to help make tax season less stressful
  • Provide you with duplicate copies of your parents' statements to help keep an eye on their finances
  • Help you properly plan so you and your parents don't run out of money
  • Help you understand what you or your parents can afford a month in home care or assisted living
  • Serve as your go-to for emergency situations where your parents are facing nursing home costs

 

Empowered New Beginnings

  • Strategic planning during and after divorce
  • Help with life planning and investing for widows
  • Connect widows and divorcees with local support groups
  • Help guide from confusion to confidence answering...
    • "What now?"
    • "Can I afford to keep my home?"
    • "Do I have enough?"
    • "How much can I spend?"
    • "Will I be okay?"

 

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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