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Women
Serving
Women
A Different Approach
Retirement Income Planning – Tax Planning – Investment Planning
Fiduciary
Independent
Fee-Only
Thinking About Retirement?
You might be close to retiring, or perhaps you just want help making the right decisions in preparing for your non-working years. Either way, we can help.
Retirement is likely to be your most expensive goal and one of the biggest life transitions you will ever make. Having a trusted adviser to help you make informed decisions along the way will likely prove invaluable.
We can help you to:
- Get clarity about where you are in your progress and what more you can do to accomplish your goals
- Begin framing what retirement could look like for you
- Create efficiency in your portfolio so you can keep more of what you have
To get started, request a no-obligation initial consultation.
Our Services
We offer the following two types of services, depending on whether you need quick answers to specific questions, or prefer holistic financial planning that takes place over a year.
The Oshun Financial Review
The Review is a one-time, limited-scope engagement, which can serve as a financial health check. It can help answer immediate questions, such as: How am I positioned for retirement? Should I pay off debt or invest? Should I take my pension in lump sum or an annuity?
Fee: $1,500 – $2,500
The Financial Roadmap
The Roadmap is our holistic financial planning service that goes deeper into various areas impacting your financial life, including tax efficiency planning, retirement income planning and investment planning. We will have several meetings, as necessary, to explore, advice and support you toward achieving your goals. After the initial year, we can remain on hand to help you navigate financial decisions through changing circumstances.
Fee: based on complexity and scope.
From Confusion to Confidence
Women often feel confused after meeting with a financial advisor. Our approach is different.
We take a deeply personal approach to financial planning, to truly understand your needs, concerns and goals. We take time to discuss and explain the what, why and how to every recommendation we make so that you can become empowered and confident about your financial decisions.
Book your introductory meeting
with an advisor
Our Philosophy
Financial security is not simply about having millions of dollars. To us, it’s about having a clear view of what you have and what you need both now and into the future. It involves building the resources necessary for your non-working years and taking the right steps to prepare yourself for life’s uncertainties.
Ultimately, it’s about having the freedom to live the life you desire.
What We Do
Our consultations can cover a wide range of topics, including:
- Retirement progress review
- Efficient accumulation strategies
- Retirement plans (401k & IRA) optimization
- Stock options / RSU strategies
- Retirement income planning
- Asset protection review
- Tax efficiency planning
- Investment planning
- Lump sum / windfall planning
- Social Security maximization strategies
You don't have to go it alone
Our goal is simple:
to help women attain and sustain financial peace of mind.
to help women attain and sustain financial peace of mind.
Our Fees
Clear & transparent
We keep things simple. We disclose our costs in full, so you know exactly what you're paying. There’s no hidden costs and you'll never get an unexpected bill from us.
Commission free
The only compensation we receive is the fee paid by you. We do not receive commissions or other payments from a third party for any recommendations we make.
No long-term contract
We don’t tie our clients down with long term contracts, you can opt-out at any time.
There are no exit barriers and no termination fees.
Read Our Latest Updates
A Retirement Income Roadmap for Women
More women are working and taking charge of their own retirement planning