Investing & Retirement Planning by Women. For Women.

We Specialize in Helping Women Become More Engaged and Confident in Their Financial, Family, and Business Life.

Many of our clients are women who come to us for guidance with unique situations in dealing with their responsibilities. Concerns about their family, their business and their financials. After listening to and speaking with them, we always try to express our support and understanding. We know many of you are experiencing similar things, and while each life is different, financial security is always a common goal. And our goal is to help each and every women take control of their financial lives. We offer women special business training as well as financial planning customed tailored to unique situations. If you feel you need some help managing your finances, contact us or make an appointment here.

Financial planning and investment advisory services offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor.  For more information, please visit www.adviserinfo.sec.gov.

A Matter of Strength and Necessity

Personal finance is extremely important for women. Listening to and educating women on their finances is important to help them meet their life goals. That’s what we do for you: listen, educate and help.

  • Financial independence isn’t just about how much money you have. It’s also about having the confidence to make your own decisions. Female or male, single or married, we all need to be in control of our financial lives. But women especially need to take greater charge. By doing so, we can be in control, make decisions that help us get to our goals—for ourselves and for future generations. 
  • For women, financial independence isn’t just a matter of strength; it’s a matter of necessity.
  • Longevity plus lower wages mean women need to work harder, save more and learn to be in charge of their finances. Women need to understand where they are, where they are going and how to get to their goals 
  • From retirement to investing to financial management, there are steps women—and everyone—can take to better control their financial lives.

Why is it important for women to understand and plan their finances?

RETIREMENT
Women need more for retirement. Due to longevity and health care costs, women should plan for longer retirements. Use our 2-minute quiz to find out if you’re on the right track.

PERSONAL FINANCE
Savings & spending checkup. When you know how much you have and where it goes, it can help you feel better and reach your goals sooner.

CAREGIVING
Leaving work to care for loved ones. Caregiving can be an emotional, physical, and financial commitment that can take its toll.  Juggling work, family life and care giving can be an emotional and financial rollercoaster. As a result, you might consider quitting your job to care for your loved one but think carefully before you do this because the costs to you in lost income and future earning potential are not insignificant. For most of us woman though, it is worth it and we wouldn’t have it any other wa

You're Not Alone. We advise many women Who have told us the Same Thing.

You're Not Alone. We advise many women Who have told us the Same Thing.

Personal finance is extremely important for women. Listening to and educating women on their finances is important to help them meet their life goals. That’s what we do for you: listen, educate and help.

Divorce Upsets Our Daily Balance of Life in Many Ways. We Can Still help you with a retirement strategy Even If You Were too busy To Plan for it.

Divorce Upsets Our Daily Balance of Life in Many Ways. We Can Still help you with a retirement strategy Even If You Were too busy To Plan for it.

For women, financial independence isn't just about how much money you have. It's also about having the confidence to make your own decisions. 

Life is What Happens to you while you're making other plans. Especially for Women.

Life is What Happens to you while you're making other plans. Especially for Women.

Longevity plus lower wages mean women need to work harder, save more and learn to be in charge of their finances.

I need some guidance on my financial decisions

Women face unique challenges when it comes to achieving financial freedom and solvency. This whitepaper explores the investing pitfalls women—and all investors—should avoid when taking control of their financial futures.

Test Your Investment Knowledge!

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