Wealth ManagementFinancial Planning Services

    About Us

    Tax-Efficient Retirement Planning and Investment Management for Women

    Whether you are single by choice, by divorce, or widowed, your planning needs are special.

    As you approach retirement, the decisions you need to make can appear intimidating and endless. The aim of our team is to simplify this decision-making process as much as possible.

    We developed our SIMPLY RETIREMENT Roadmap™ Process to help you make an educated and informed decision as to whether we are the right firm to guide you through retirement. However, as we work through this process together, it will also give you a framework for evaluating other firms you may be considering.


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    Rep/Contact Info

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    View Personal Bio
    Eric Blake, CFP®
    Founder and Lead Financial Planner