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.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Rightsizing for Retirement
What does your home really cost?
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Learn a little about worldwide currency in this fun infographic
For many, retirement includes contributing their time and talents to an organization in need.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
All about how missing the best market days (or the worst!) might affect your portfolio.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There are three things to consider before dipping into retirement savings to pay for college.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.