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We are a Women-led firm that helps Established Business Professionals and Small Business Owners TAX EFFICIENTLY align their capital with what's important to them,  so they can plan for what's next!

Custom plans built to achieve your lifestyle, legacy and philanthropic goals.


Our Philosophy

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Your Experience

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Our Team

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Resources

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
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Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?
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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.
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4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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Encore Careers: Push Your Boundaries

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
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Qualifying For Medicare Under Age 65

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
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A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.
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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."
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