Wealthcare for Women

Wealthcare for Women

No reviews yet · Serves Nationwide · Specializes in Business Executives, High Net Worth Individuals, Multi-generational Families

I'm a fee-only, fiduciary financial advisor focused on retirement planning for women. My 30+ years of experience delivering personal financial advice combined with my financial life planning approach to retirement helps women achieve comfort and confidence for the future while making the most of their lives today. You can reach me directly at 404.254.6993 if that's a conversation you'd like to have. You can also visit my website to learn more about me and my work: http://www.wealthcareforwomen.com I love my work as a retirement advisor and can't imagine doing anything else. However, I am also proud to serve as a trustee for the non-profit Georgia Eye Bank. Family is important to me and I enjoy spending time with my wife Elizabeth and our rescue pup, Winnie.

Services

  • 401(k) & IRA Management
  • Asset Allocation
  • Cash Flow Management
  • Charitable Giving
  • Debt Management
  • Education Planning
  • Financial Advice & Coaching
  • Financial Planning
  • Insurance Planning
  • Investment Management
  • Life Transition Planning
  • Pension Planning
  • Portfolio Management
  • Portfolio Rebalancing
  • Retirement Planning
  • Risk Management
  • Social Security Planning
  • Tax Planning & Strategy
  • Wealth Management

Pricing

  • Flat Fee — $12,000 one-time

Related Sam's List pages