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Secure The Retirement You Always Imagined!!!

What’s your relationship with your money? Are you prepared for the retirement challenges women face today?

Learn how to secure your lifetime income

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Clarity Financial Practice for Women
Where women learn to better understand their money!

Say yes to research-based strategies that help optimize your approach with money and retirement

SEE MONEY DIFFERENTLY
ESTABLISH PURPOSEFUL GUIDANCE
CREATE MEANINGFUL RELATIONSHIPS
MAKE YOUR OWN LIFESTYLE RULES
You’re a responsible woman always striving to do the right thing.
But life threw you some curve balls, challenging your security and confidence.
We know you need more than just investment advice. We'll build your confidence in your ability, while we build a secure future.
It doesn't matter if you were referred to us after losing a spouse, losing a job, inheriting money, or simply retiring. 
If you're like most you are here with similar concerns:
  • Can I maintain my lifestyle?
  • Will I run out of money?
  • How can I feel confident and secure about my future?
It's time to say YES to a retirement you will love!!!
See How...
Out with old, in with the new...
To address your concerns, we created ultimate financial secure strategies that work.

Lifestyle Wealth Plan

Together, we create your Lifestyle Wealth Plan to provide you with more confidence, security, and direction for your future.

Clarity Money Strategy

We'll develop your Clarity Money Strategy to strategically balance your desire for income, safety, and tax efficiency with your need for growth.

Empowered Women’s Club

A warm, inviting community that provides inspiration and education, while enhancing your ability to make wise financial decisions.

Take Control Of Your Retirement
Be an active participant in planning your future.
  • Let's talk.
  • Women realize it's hard to find an advisor who gets to the heart of the matter beyond just the numbers. Let's talk and find out what's truly important to you.

  • Discover your life by design.
  • We'll incorporate your purpose and priorities as a foundation.

  • Make wise financial decisions that instill confidence.
  • Be equipped, be assured, be empowered.

SEE WHAT OTHER WOMEN ARE SAYING
Our customers have a lot to say about us!

You answered my questions, and you listened. I realized I could retire as planned. Your knowledge about the made me feel good about my decision. Your Professionalism was outstanding.

Wanda Valakos

Owner

Jen did a great job in reading my needs She's extremely knowledgeable and willing to help and answer questions. Jen did her research and presented me with serveral plans to rewiew.

Sandy Koenig

CEO

One of Jen's many qualities is her approachability. She put me at ease with her ability to communicate my financial options in easy-to-understand manner. I highly recommend Jen!.

Susan Smith

Executive

CLIENT CONVERSATIONS 
Client case studies: Do any of these sound familiar?  Can you relate?
MEET JACKIE

Age 70

SURVIVOR HIDDEN IN PLAIN SIGHT
Lifetime Retirement Income
Widow with two children and four grandchildren
Read More
MEET SUE & BEN

Age 66 & 67

SHOULD WE BE DOING MORE?
Retirement Guide
Married with children and aged parents
Read More
MEET PEGGY

Age 64

A WIDOW EMPOWERED BY PLANNING
Widow with three children and three grandchildren
Read More
MEET MARY & ED

Age 64 & 65

EXCITED ABOUT THEIR NEXT CHAPTER
Retirement Guide For Women
Married with one daughter, now age 30
Read More
Let's Connect
Hi, my name's Jen. My true purpose is to create an atmosphere where women feel confident and empowered. This will give them the clarity they want in their financial affairs to make informed decisions with their money and create the life they deserve.
Get to Know Jen
Ready to Start?
We implement a simple 3-step process to create a Lifestyle Wealth Plan that will provide you with comfort, confidence, and clarity in retirement.
Grab My Planner!
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