Helping You Make Educated Financial
Decisions That Feel Right to You.
Welcome to Secure Solutions for Life, a boutique financial strategy firm. Secure Solutions for Life was created to help independent, mature women spend, save, invest, insure, and plan wisely now and for the future, for themselves and their families.
Like you, many women face unique challenges throughout their lives, especially in retirement. Creating financial security at any point in your life is more than just about money. Creating financial security is about understanding your hopes, your dreams, your concerns, your worries. What drives you. What scares you. What makes you happy. Where you are now and where you want to be. And then creating a solid plan to get you there.
As a Registered Financial Advisor based in Worcester, Massachusetts, I specialize in Tax-free Retirement Accounts and Financial Strategies for independent, mature women to secure their financial future.
I work together with a team of experienced financial industry experts. It is rewarding, vital, and satisfying work, focusing on strategies that bring perspective and understanding to the financial challenges facing women today. There’s no ‘one-size-fits-all’ here. Every client receives personal attention. We’ll sit down and talk with you, one-on-one, in person or virtually. You’ll receive concise, considered, practical recommendations to reach your financial objectives: asset reallocation, financial reviews, protecting the family, developing a solid financial plan, saving for retirement or for college, or getting a second opinion. We’ll work to find out what’s most important to you and then focus on your financial well-being.
Our team is dedicated to helping you eliminate risk and reduce taxes. Grow your savings without loss. Get the guaranteed income for life you need. And eliminate consumer debt that’s stopping you from saving for the future. So your family can rely on a rewarding and financially secure life, no matter what happens.
Our mission is simple: Place your interest above ours at all times; strive to improve your family’s situation to the greatest degree possible; and give you the same caring service we would give ourselves in the same circumstances. In short: to help you live the secure life you want and deserve.
Contact us today for a complimentary retirement analysis.
Learn more about how you can turn the secure life you want into reality.