For Women

Welcome ladies! You may have heard that women face different financial challenges than men. But, you also may be wondering, where do I start?  We are passionate about creating a welcoming and comfortable experience for women of all backgrounds and life stages.  The structure of our team reflects this commitment.  Let our experienced and diverse team be your guide.

 

Investment Adviser, wife, and mother, Keri Pugh, enjoying a candid and fun moment with her family!

 

Whether you are single, married, own a business, divorced, widowed, in your twenties, thirties, forties and so forth the questions are still the same. How much money should I be saving? How much should I be contributing to my IRA or 401k? How do I care for my children and parents at the same time? When should I take social security? When should I retire? How do I fund for college? Basically, how can I afford the life I want to live?

 

Sarah Birkhaeuser, intern, at her high school graduation, which will be followed soon by one from college!

 

These types of questions are asked by both men and women everyday. However, women face a unique set of challenges. Typically we earn less money and live longer than men , so our money needs to go further and last longer. We are more likely to be solely responsible for our financial independence at some point in our lives due to widowhood, divorce or choosing not to get married.

 

Client Services specialist, Lise Bellmar, a loving mother and grandmother in action, alongside her husband!

 

We understand and recognize these challenges. Remember, proper preparation and knowledge will help you take control of your financial future.  We are dedicated to partnering with you in achieving financial clarity, comfort and confidence.

Are you ready for Step 1?  Submit an inquiry or find contact information to reach one of our advisors directly at Contact Us.