RETIRED WOMEN CONCERNED ABOUT NOT MAKING “WISE” FINANCIAL CHOICES
Are you a suddenly single woman who has experienced a loss and is left with the challenge of making investment decisions alone? Are you a woman who is in overwhelm with having to make these financial choices by yourself, and you fear you may incur a loss of your hard-earned funds and not be able to provide for yourself or your household?
If you are woman who feels that she has nowhere to turn and may feel overwhelmed in making those financial decisions, I am passionate about helping you. It’s time to have the confidence and security you deserve, and it's time to have a trusted partner who helps you make the right decisions in protecting your investments and who helps you make the right investment choices.
Isn’t it frustrating knowing that if you just had made the right financial choices by making wise decisions, that you'd be secure and protected financially for the rest of your life?
As your trusted financial partner, I can help you understand how to “hold on” to your hard-earned assets and invest wisely so that you can work towards living securely for the rest of your life. You can do it and you deserve success!
Call me at (713) 859-2228 for a free 10-minute call, or e-mail me at [email protected] for a discovery appointment to learn more.
Financial Advisors that can Plan for Your Financial Future through Investment, Financial Planning, and Insurance
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. Whether you’re facing retirement — or looking to better understand certain investment ideas — we can help you address your most pressing financial questions. Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Financial Planning such as Retirement; Tax Strategies; 401(k); 403(b); College for someone; Estates; Money Purchasing; or Profit Sharing are of utmost importance to plan for in the future. Financial Investments such as Bonds; Common Stocks; Educational, Traditional, Roth, SEP, Simple IRA's; Brokerage Accounts; Treasury Bills; Government Securities; Treasury Notes; or Variable Annuity. Our Financial Advisors offer insurance just in case you are struck down with Long-Term-Care, Disability Income, or God forbid you are not with us anymore and Life Insurance is the only way your friends or family can survive. We have the ability to make sound investments for today and your financial future.
Our website is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. Once you post your questions to us we'll get back to you quickly with thoughtful answers to your financial future. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Lifestyle considerations in creating your retirement portfolio.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Tips to avoid checking in luggage on your next vacation.
Learn a little about worldwide currency in this fun infographic
Understanding how capital gains are taxed may help you refine your investment strategies.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
The market is as unpredictable as the weather. We’d love to help you prepare.
You’ve made investments your whole life. Work with us to help make the most of them.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
There’s an alarming difference between perception and reality for current and future retirees.
A special needs trust helps care for a special needs child when you’re gone.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.