If you’re a woman making decisions about what to do with the assets your family has accumulated, to ensure that there is always money available for you, your children and even an adult dependent, I can help you plan how your wealth is managed. We can make decisions to help alleviate the fear that you could make a mistake and lose it all or run out of money. When it comes to family and wealth, a co
ld computer-generated plan is not good enough. It needs to be combined with an understanding of the emotional factors in your life. You need a plan that will become a personal contract between you and your family’s future. If you have already worked with an advisor to develop and implement a financial plan, take a good look at it. If it sits there cold and silent and doesn’t take into account your family’s individual situation, ask yourself if that plan is good enough for you.
23 years ago, as I was nearing graduation from the University of St. Thomas (UST), I discovered that my mom, a single parent, was using up all her resources to cover my tuition. In fact, she was draining all of her retirement savings to cover tuition for all her children, to make sure we received the best education possible. So, after earning my BBA in Finance from UST, I worked with mom to build and implement plans to get her back on track for a comfortable retirement. And, from that point on, I decided to become a financial professional to help other women in her situation. Today, mom is still one of my best clients. If you’re a mom, and maybe a daughter responsible for your children’s education, your own retirement and the welfare of a parent, you need a plan that’s more than a computer printout—one that recognizes your individual emotional needs, so that you can feel secure about your financial decisions. If you don’t have that, let’s talk. Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.
