WHEN IT'S CRITICAL TO FIND A FINIANCIAL ADVISOR
Women In Transition
Women facing a transition from divorce or loss of a spouse require more personal attention and time to gain confidence in someone they can trust to help them through the difficult process of dealing with issues they face, often for the first time in their lives, particularly if they had delegated financial decisions to their spouse. Our investment strategy, which positions education at the forefront of our process, allows women to gain greater confidence in their finances, which leads to greater peace of mind.
Educators
As a former teacher and counselor, I am aware of teachers’ confusion with the TRS system. Instead of wasting time driving to Austin and talking with strangers for a review of the TRS retirement packet, I can save our educators time and money. I am local and available for questions and concerns.
Our firm helps educators avoid the costly mistakes and timely errors of these decisions that, once made, cannot be changed. Two heads are better than one when making the decisions of the TRS options, lump sum options, buying back years, and health insurance/Medicare costs better suited to you.
WHAT TO EXPECT FROM A FINANCIAL ADVISOR
The Empowering Advantage
- The Diagnosis Stage – Clarifying your needs and concerns.
- The Empowering Process – Finding out where you are now, what you have in place currently, and is it taking you where you want to be. – How much are you paying in fees? How much risk are you taking?
- The Guided Game Plan – How to get where you want to get. How much risk do you want to take to get there? Taking charge of your goals, your life, your direction, planning, and guidance.
- Empowerment – Following the plan to reach your goals, knowing your direction, seeing a way there, and annual tweaks.
- Peace of Mind Solution – Reaching for what you want your life to be.
