Women In Transition

Imagine What’s Next. Plan Today. Own Tomorrow.

You’ve spent a lifetime caring for others. Now it’s your time to begin putting yourself first.

According to a survey by Prudential Research, “95% of women will be their family’s primary financial decision maker at some point in their lives1”. Are you prepared?

Women have unique challenges when it comes to planning their retirement. The good news is that we tend to live longer.2  The bad news is that it takes more money and puts more pressure on our retirement accounts to pay for that long life.3  We also have a higher risk of premature widowhood4 and divorce, often forcing us to fend for ourselves earlier than we may have planned.5  Let’s discuss how we may be able to assist you in creating a plan to potentially remove the “un” from the unprepared, uncertain, and unpleasant things that life can throw your way. We find that most women planning for their retirement have similar questions:

  • Will I be OK?
  • How do I help ensure I won’t run out of money?
  • Who can I trust to guide me?
  • My spouse always handled the finances. How do I now feel confident in making these decisions alone?

Hope is not a very reliable strategy. If you want to own your future you must begin to plan for retirement....today! We believe that regardless of where you are in life, that you should create a plan that can help to give you peace of mind independence and security regardless of what happens around you.

And your plan should be as individual as you are. Before you figure out how to get where you’re going, you need to decide where you want to end up. Depending on your goals and priorities, your plan can be quite different.

Let’s Discuss Your Financial Priorities:

  • Maintaining your health, wealth, and lifestyle?
  • Staying grounded in what’s important in life?
  • Serving as a good steward?
  • Balancing family, philanthropy, and leisure?
  • Leaving a legacy that will convey your values, as well as your assets?

Meet with Celine today to draw on her knowledge and guidance, and to begin planning for a quality retirement with the assistance of a caring, accessible advisor.

Recent Widow? We are here to help. Click here to download Our Survivor’s Checklist.

Work with a "Women's Choice Award" Financial Advisor

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 Women’s Choice Award Financial 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. Financial advisors do not pay a fee to qualify for the program.   The inclusion of a financial advisor within the WCA Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee of future investment success.  For more information, please visit http://www.womenschoiceaward.com

Your Nest Egg

You Worked A Lifetime to Get Here. Let’s Us Help You Enjoy It To The Fullest

R E A D Y     T O    T A K E

The Next Step?

For more information about any of the services or products listed, choose a time to speak with one of our advisors or register to attend one of our upcoming events.


Or give us a call at (727) 304-6000