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.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
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
The average retirement lasts for 18 years. Are you prepared to fill that many days?
It's easy to let investments accumulate like old receipts in a junk drawer.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Taking your Social Security benefits at the right time may help maximize your benefit.
Smart investors take the time to separate emotion from fact.
Do you know these three personal finance sayings?