The financial needs of today’s women are complex. On average, women live longer than men and can require as much as three times the investment in long-term care. At the same time, many women have become the primary breadwinner or sole earner in their households or may be handling finances for the first time in the wake of a death or divorce.
We are here to help you balance family needs, such as caring for children and/or aging parents, with important personal financial goals.
No matter your financial priorities – whether properly investing existing wealth, planning for long-term medical care, establishing a successful monthly budget or saving for a child’s college education – we are here to help you build and secure the financial future you desire.
- Financial administration
- Financial education
- Financial planning
- Philanthropic strategies
- Health care & eldercare
- Life situation changes
Contact us to see how we can address the tax, financial and business challenges facing you, your family, and your closely-held business.