DISCLOSURE Information
The Women’s Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified or its partners and affiliates and is no guarantee as to future investment success.
Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of December 31, 2020, of the 566 considered for the Women’s Choice Award, 193 were named Women’s Choice Award Financial Advisors/Firms.
The Women’s Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified or its partners and affiliates and is no guarantee as to future investment success.
Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of December 31, 2020, of the 566 considered for the Women’s Choice Award, 193 were named Women’s Choice Award Financial Advisors/Firms.
Welcome!
Our passion is helping others.
We just happen to have a special gift for helping people to make sound financial decisions. Our clients include:
We are a partner and walk alongside our clients, helping you to navigate complex financial and legal systems.
- widows
- first responders and military personnel (reduced hourly fees)
- individuals and families
- children with special needs
We are a partner and walk alongside our clients, helping you to navigate complex financial and legal systems.
Social SecurityNeed some advice or a second opinion about taking your Social Security benefits? We charge an hourly fee (no strings attached) to consult with clients regarding this important decision. There are hundreds of claiming strategies. You only get one chance to get it right! We can help.
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