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.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Is your estate in order? This short quiz may help you assess your overall strategy.
Tips on insuring your teen driver.
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Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
A four-step framework for building a personal legacy.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your capital gains tax.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are a number of ways to withdraw money from a qualified retirement plan.
There are three things to consider before dipping into retirement savings to pay for college.
Here are five facts about Social Security that might surprise you.
With alternative investments, it’s critical to sort through the complexity.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Women must be ready to spend, on average, more years in retirement than men.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.