Does your future face a life transition such as retirement, inheritance, divorce or widowhood?
Women today face unique challenges. We live longer, earn less and have fewer retirement assets put aside. We have financial responsibilities for others and for ourselves.1
No matter how complex your situation, we can empower you to make smart financial decisions.
We have found that women share the following concerns about their future:
To help answer these questions, we will provide the comfort of trust and the strength of experience that you deserve. We believe that what you want is objective, unbiased advice in user-friendly terms. We are dedicated to developing an action plan and to serve as a resource. Together we can work for your financial success.
1OppenheimerFunds Women & Investing Survey, April 2002
For more information or for a consultation,please call: (949) 788-1817.