Retirement Planning for Women Over 55


Retirement Planning | Tax Planning | Investment Management


You may be single by choice, by divorce, or you may be widowed.

You are serious about making smart decisions with your money.

But you have questions...


  • "How do I ensure I don't run out of money in retirement?"

  • "How can I reduce my taxes in retirement?"

  • "How do I maximize
    Social Security benefts?"

  • "Are my investments suitable for retirement?"

Get YOUR biggest retirement questions answered with your own

Simply Retirement Roadmap™

Get Your FREE Simply Retirement Roadmap™ ➡

PLEASE NOTE: Yes, we do work with couples. However, it's imperative that both spouses are actively involved in the retirement planning process.

Interest in Working Together?

Get started in 3 easy steps:

Step # 1 - Get your FREE Simply Retirement Roadmap™

Learn how we can help you answer YOUR biggest retirement questions.

Step #2 - Take Your Time!

Review your Simply Retirement Roadmap™ and determine if we are the right fit.

Step #3 - Personalized Ongoing Planning

Hire us to do the heavy lifting so you can enjoy retirement!

Whether you are single by choice, by divorce, or widowed, your planning needs are special.

On average, women earn 82% of their male counterparts.

This often results in:

  • Lower Social Security and pension benefits
  • Less retirement savings but...
  • A LONGER LIFE EXPECTANCY!

Overcoming the gender pay gap requires better, smarter retirement planning.

We can help you:

  • Maximize Social Security benefits
  • Minimize taxes and
  • Invest smarter

As you approach retirement, the decisions you need to make can appear intimidating and endless. The aim of our team is to simplify this decision-making process as much as possible.

If You Felt Financially Secure...

How would you live your life?

How would you spend your money?

Who would you spend your time with?

Get Your FREE Simply Retirement Roadmap™

Our complimentary process to help you answer your most important retirement questions.

This process will also help you evaluate our services and make an informed decision about working together.

 Get Started Now ➡