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Educate, Empower, Execute

Women often prefer to take a more collaborative approach to learning about finances and financial management. They spend time doing their own research and seeking knowledgeable individuals as they build, preserve and pass on their family legacy.

Women and Wealth

“Many financial advisors fail to truly listen and hear. Both are exceptional qualities that I utilize when helping women build wealth in all areas of their lives. I understand that women have unique wealth management needs that differ from men. My ultimate goal is to deliver the knowledge and the peace of mind necessary to make solid financial decisions. I work with women in a variety of situations, including women who come to me due to transitions such as job transition, relocation, divorce or loss of a loved one. I understand the challenges that arise during transitions and assist clients in making necessary timely decisions while strategically planning for the future. I empower women to make educated decisions that are consistent with their values and goals and mentor them through the journey.”

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Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor.  VIP Financial Associates, LLC and RWA are not affiliated.  Investing involves risk including the potential loss of principal.  No investment strategy can guarantee a profit or protect against loss in periods of declining values.  Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.  Past performance does not guarantee future results.  Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement.  Please note that VIP Financial Associates, LLC and its affiliates do not give legal or tax advice.  You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer.  Any references to protection benefits or lifetime income generally refer to fixed insurance products.  They do not refer, in any way to securities or investment advisory products or services.  Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.

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