Serving Individuals, Professionals, Women, and Business Owners
Based in Little Rock, Arkansas, I offer comprehensive investment strategies and financial planning to clients in my local community and across the country. Beyond working with individuals, young professionals, and families, many of my clients are business owners, individuals and families approaching retirement, and women.
Women tend to be an underserved demographic when it comes to financial and investment services. Over the years, the demographic has shifted and more women are managing assets, whether their own or their family’s. As women start to manage their money, they may be faced with a number of new decisions they aren’t sure how to address and, as a result, are in need of an advisor for guidance and objective advice.
I understand that women may have different financial strategy needs than men. Often, women are looking for an advisor that considers all elements of their life, from their finances to their family and values. Some of the female clients I work with are new to managing their wealth, whether they’re just beginning to actively build their assets or are divorced or widowed. Sensitive to their situation and financial concerns, I offer education regarding financial matters with the goal of helping them feel comfortable and confident in their decision making.
Individuals and Families Approaching Retirement
Many of my clients are preparing to transition into retirement. My goal is to make the transition a smoother process by offering guidance on how they can build a consistent retirement income stream and determine other opportunities that may help, from contributing to a 401(k) plan to identifying appropriate alternative investments. I can also provide advice on Social Security claims, 401(k) and IRA rollovers, and how to minimize taxes.
Small Business Owners
Running a business and determining an appropriate retirement plan that meets the needs of the employees isn’t easy. In particular, many business owners hesitate because of what may seem like an overwhelming fiduciary role of having to implement and manage a retirement package while facing possible risks. I work with small business owners and can help them establish company-sponsored retirement plans, including 401(k)s, 403(b)s and IRAs, as well as succession plans. By serving in a fiduciary capacity, I can help clients mitigate some risk, which may help them feel more confident in their strategy.