We work with driven, self-directed, professional women who are focused on building a strong financial framework for achieving their personal and retirement goals. We understand some of the hurdles and challenges that women face when planning for the future, which is why we offer a comprehensive analysis of each client’s situation, in order to develop a plan that will grow with them, as they reach various stages in their lives.
Having worked with teachers for over two decades, we have an in-depth knowledge of the State Teachers Retirement System (STRS) and practical understanding of educators’ career trajectories and retirement options. We help teachers learn how to best utilize their pensions, while also attempting to build any additional savings necessary to pursue the retirement they’ve always wanted.
Nearing retirement can be exciting but it can also be nerve-wracking, especially if you don’t have the guidance to implement an effective retirement plan. Living without a regular income and relying on your savings requires the right strategy. We’ll prepare you for the next stage and show you how to best use and preserve your assets.
Living in retirement is great! But it’s not without its challenges. We work with retirees to ensure that they are following a sustainable retirement game plan, aimed at helping them live in comfort and with the clarity they need. Be strategic about your savings and taxes. Look at your financial projections. Enjoy retirement with a plan that works for you.
We work with driven, self-directed, professional women who are focused on building a strong financial framework for achieving their personal and retirement goals. We understand some of the hurdles and challenges that women face when planning for the future, which is why we offer a comprehensive analysis of each client’s situation, in order to develop a plan that will grow with them, as they reach various stages in their lives.
Having worked with teachers for over two decades, we have an in-depth knowledge of the State Teachers Retirement System (STRS) and practical understanding of educators’ career trajectories and retirement options. We help teachers learn how to best utilize their pensions, while also attempting to build any additional savings necessary to pursue the retirement they’ve always wanted.
Nearing retirement can be exciting but it can also be nerve-wracking, especially if you don’t have the guidance to implement an effective retirement plan. Living without a regular income and relying on your savings requires the right strategy. We’ll prepare you for the next stage and show you how to best use and preserve your assets.
Living in retirement is great! But it’s not without its challenges. We work with retirees to ensure that they are following a sustainable retirement game plan, aimed at helping them live in comfort and with the clarity they need. Be strategic about your savings and taxes. Look at your financial projections. Enjoy retirement with a plan that works for you.