Financially Independent Women

Perhaps you are like Janice who is single and over 55. Your assets are over $750,000 with most in cash, a hodgepodge of investments and IRA’s. You also own your home.

The good news is you have no debt. The troubling news is you have no plan designed to provide dependable income and asset protection. You may not have worked since your children were born, and your yearly income is perhaps from social security and interest on your savings.

Women in particular appreciate financial advisory assistance to:

• Establish income requirements and analyze income available from current assets,

• Create your Personal Financial Organizer by gathering all your financial information in one place

• Create a portfolio designed to produce “income” and tax efficiency,

• Project income needs vs. current income available from your portfolio and determine shortfall or surplus,

• Create a strategy designed to manage tax and inflation risk,

• Engage the services of a Long Term Care specialist to develop a strategy to protect assets and children from unnecessary burdens and expenses,

• Engage the services of an Estate Planning attorney to draft wills and trusts for children and grandchildren or other beneficiaries,

• Analyze future college cost for grandchildren; set up a college saving program to help with college costs, or plan for the support of your aging parents, and

• Create a client roadmap and WealthScan™ Action Plan for future meetings so that she can track progress toward achieving goals.