Empowering women to reach new financial heights

Women face unique financial challenges and opportunities, from controlling more household income to anticipating longer lifespans. That said, it is important to work with someone who can not only relate to the needs and challenges you face, but, provide appropriate solutions. Whether you are just starting your career, are recently widowed or divorced, or primarily a stay-at-home parent, I can help you:

  • Achieve key lifestyle and financial goals
  • Establish long-term financial security
  • Address complex family wealth issues
  • Minimize tax on family expenses
  • Plan for success in your business
  • Leave a lasting legacy

I have the opportunity to work with a number of women and provide solutions to the questions that keep them up at night, such as:

  • Will my family be prepared if the unexpected happens?
  • If I have to go on maternity leave, how will that impact my wealth and savings?
  • If I pass away before my spouse, will they know what steps to take to ensure a seamless wealth transfer to our heirs?
  • Am I investing in companies that reflect my personal values?

If you have asked yourself any of the questions above, or feel that you would benefit from my personalized wealth management approach, contact me today.  

Ann Ragbir, MBA, CFP®

Investment & Wealth Advisor, Financial Planner