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Helping Women Retire.
And Stay Retired.

Helping high-net-worth women 55+ feel confident about retirement through income planning, tax strategies, and thoughtful investing.

AS FEATURED IN
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Are you wondering...

"How do I turn my savings into income?"

"How can I make smart tax decisions?"

"What investments are right for me?"

and...

  • You’re a woman

  • You’re 55 or older

  • You’re retired or planning for retirement

  • You have $1M+ in investable assets

  • You’re comfortable meeting remotely rather than in person

  • You want to feel confident and empowered about your financial future

  • You want a professional who talks with you, not at you

You're in the right place!

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