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Create your Life by Design Plan;
which can provide greater clarity, confidence and direction with your financial affairs.

Build your Balanced Investment Strategy
that incorporates both the purpose and priorities for your money

Join our Women Empowered Community…
To inspire, enrich, and empower you, as you gain confidence with your money and your life.

Our focus is preserving your financial assets and helping you maintain financial independence throughout the next phase of your life. It starts with a Written Comprehensive Retirement Plan.

Our plan consists of the core services below:

YOUR LIFE BY DESIGN PLAN

The most important thing is having a comprehensive written retirement income plan to guide you through retirement, to be used as a road-map to help you make the best decisions with your money. Having a written financial plan will help you avoid confusion, mistakes, misunderstandings, and to significantly improve the probability of a successful retirement plan. 

SOCIAL SECURITY MAXIMIZATION

When and how to take Social Security may be one of the most important decisions you make.  We help you not only maximize your benefit, but optimize it by taking into consideration the potential taxation of your benefit

INCOME PLANNING

Do you have a plan that will provide you with a secure income stream for the next 30 years or more of retirement? One of the most common concerns for retirees is wondering if they’re going to run out of money. Making the transition from accumulation to a long-term income stream requires a different set of investment strategies.

DST 1031 REAL ESTATE

DSTs (Delaware Statutory Trusts) are an investment vehicle for investors who want the benefits of owning real estate without becoming a “landlord,” as well as current real estate investors who no longer want the responsibilities of being a landlord. 

LONG-TERM CARE PLANNING

Long-term care can quickly use up your savings, so it needs to be part of your financial planning process.  There are many ways to fund LTC insurance that don’t require you to pay increasing premiums for life, with nothing to show for you money if you never use it.

LEGACY PLANNING

Effective estate management enables you to manage your affairs during your lifetime and control the future distribution of your assets. An effective estate strategy minimizes what the IRS gets and maximizes what your family keeps. But it takes planning.

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