200 West Adams Street,
The industry standard is set for men, we're here to change that.
Women are working sooner and living longer than their male counterparts (by nearly 5 years).
"Middle age" is coming later with nearly half our lives ahead to save, invest, and spend.*
We are here to listen. You can trust we will prioritize your personal needs and goals into a plan** that makes sense for you.
Whether it's financial independence, caring for an elderly parent, planning for college education, or leaving a legacy; you can count on us every step of the way.
**Please note that you can implement your financial plan at the financial institution of your choice.
*THE new WOMEN'S MOVEMENT, Topsail Strategies, Maria Reitan 2018