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Women, Wisdom and Wealth Insurance Retirement Planning

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When it comes to advising women about finances, we believe it’s a different conversation.  We recognize and take seriously the difference between the genders when it comes to financial decisions.  Women live longer and are more likely to live alone for significant periods of time as widows and divorcees.  Women’s workplace participation is often intermittent, and the care of dependents usually falls to them.  Although women are better educated, and hold more managerial, executive, and professional positions than ever before, they still often lack confidence when it comes to finances.  We have learned that women have dreams, worries and real feeling about money, many of which are different than men. 

Our mission to empower and educate women on what their options are with regard to asset protection and cash flow management is also our passion.  A small firm with a big heart… our primary goal is to always exemplify the highest standards of business ethics and personal integrity, while providing our clients with the resources to make smart financial decisions.  The products and services we offer focus on protecting the client’s principal first and foremost, followed by reasonable rates of returns and protecting future income from market fluctuations and inflation. 

Please take some time and explore our site, check out our resource library, view our calendar for upcoming events and most importantly contact us to learn how we can help you.    


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Contact Information

Toll Free: 800 481-1354
Office Number          (704) 543-6269



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