Financial Services for Women



If you’re a woman interested in investments and retirement planning, we believe your intuition and knowledge toward the tools available to you is sheer power.

For years, trends have shown that women live longer than men and there are some unique challenges associated with this longer life expectancy. From retirement planning to choosing investment strategies for the long term, we believe building a basic understanding toward investing is critical to success for everyone.

We offer the experience and insight of several strong women on our team who meet regularly to share ideas with other women in a casual atmosphere. Sharing insights and information together helps build camaraderie and maintain interest in strong investing, for both women and men, and this in itself can help lead to success over time.

We welcome you to become part of our “family.” Contact our team today.



"It gives me so much satisfaction helping people plan and see them enjoy their retirement years doing what they want after years of working and making good decisions. It is nice to work for a company that is truly built on working on the best interest of our clients. Their best interest is our best interest!" - Elaine Coder, Principal/Director of Client Services