After an exhausting 12-hour nursing shift, do you have the time and energy for focusing on managing your money?
Are you frustrated as a nurse by not knowing what to do or where to begin with your personal finances?
As a nurse, due to taking time off to rise your family, do you worry about outliving your money in retirement?
Sources:1.. 5 Facts About the State of the Gender Pay Gap. U.S. Department of Labor Blog, March 19. 2021.2. “Just How Bad Is the Gender Pay Gap? Brutal, When You Look at a Lifetime of Work,” Time, April 2019
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communicationhave been the cornerstone of my foundation of success.
Registered Nurses, Licensed Practical and Licensed Vocational Nurses, Surgical Assistant Nurses, Home Care Nurses, Emergency Room Nurses, Labor and Delivery Nurses, Clinical Nurse Supervisors, Nurse Case Managers, Critical Care Nurses, Oncology Nurses, Health Informatics Nurse Specialists, Advanced Practice Registered Nurses, Clinical Nurse Specialists, Nurse Practitioners, and Certified Registered Nurse Anesthetists.Years of experience have prepared us to guide you through your life transitions.
Your commitment to helping others truly inspires us. That’s why we are passionate about giving back through building genuine, personal, and enduring relationships, not high-pressure sales tactics, and transactions. The nurses we work with have become a part of our family because we focus on listening to and empathizing with the WHY behind your retirement goals. We get to know you more intimately and develop your customized Retirement Plan based on your exclusive needs and desires.
Wealth Management firm focused on helping nurses develop holistic financial health through intentional, comprehensive Retirement Income Planning, Investment Management, Tax Planning, College Planning and Funding, Long-Term Care Planning, Legacy Planning and implementation.
We understand your need to work with someone who can accommodate your unique schedule and the concerns that come with being a nurse. We have become a resource specifically for nurses in a relatable and empowering way by engaging in conversations with a clear understanding and a lack of judgment - making us the first call for nurses of all spectrums.
We are an independent Wealth Management firm, which means our obligation and commitment as a fiduciary is to protect our clients’ best interests, making recommendations based solely on the best fit and suitability for you and your unique situation and financial objectives.
You've spent your entire career caring for the needs of others and neglecting important planning for yourself. You deserve to enjoy the peace of mind you've worked so hard to secure. Let your next step be your best step towards safeguarding your financial future.
Book your 30-minute complimentary call now.