Asset Management, Budgeting, College Savings, Disability insurance, Employee Benefits, Employee Pension Plans, Estate Plans, Healthcare Insurance, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
I love working with women because it's an opportunity to share my knowledge and experience with them to better their lives, either professionally, personally, financially Read more...
One of my greatest pleasures is the ability to help women get their finances under control after a major life transition, like a divorce, death Read more...
SPECIALTIES
Financial Planning
LOCATION
25 Smith St Suite 501 Nanuet New York 10954 United States
STATES SERVED:
AK, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, WA
I love working with women because of the genuine connection we create. Women are generally more honest, more open to sharing who they are and Read more...
SPECIALTIES
Financial Planning
IRA
Money Mindsets
Retirement planning
Socially Conscious Investing
Special Needs Planning
Tax Mitigation
Wealth Protection
LOCATION
1900 Polaris Pkwy #450 Columbus Ohio 43240 United States
401K Planning, 529 Plans, Asset Management, Budgeting, College Savings, Disability insurance, Employee 401K Programs, Employee Pension Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Early on in my financial-services career, I saw and heard how many advisers in this male-dominated industry treated women. And it bothered me greatly. No Read more...
SPECIALTIES
Business Planning
Business Succession Planning
Divorce Financials
Family Legacy Planning
Financial Planning
Financial
IRA
Pension
Self Directed IRA
Socially Conscious Investing
Social Security Specialist
Wealth Protection
LOCATION
3525 Plymouth Blvd., Suite 109 Plymouth Minnesota 55447 United States
