Financial Planning for Women

Creating a secure life, now and in retirement, is about more than just money. And there’s more to developing a financial strategy than bank statements and stock summaries. It’s about understanding you…where you are now and where you want to be.

Retirement is not a DYI project. Most of us aren’t prepared for retirement or really know how to get there!



The average teacher retires with only 60% of their pension. We call it the Teacher Pension Gap. You can close the Gap with the right financial planning for teachers.


Thank you so much for the hours you have given our financial circumstances. You have opened our minds to the possibilities for our best retirement.

Dee, SC

Very professional and extremely knowledgeable. Went above and beyond to help this family. Gave us exactly what we need: ease of mind about our coming years. I would highly recommend your services to anyone in need of insurance and financial planning. Very satisfied with services rendered and follow up inquiries.

Michael, MA

Audrey's manner was clearly professional yet also very comfortable, open and congenial. That atmosphere encouraged me to freely discuss matters in detail, voice skepticism, present my sense of ideal situations, and so forth.

Susan, MA

She struck me as forthright, competent, seemingly quite knowledgeable...truly interested in serving my interests...there was no sense of serving her own agenda at my expense. Audrey appears genuinely to care about her clients - and wishes to serve them with integrity and sensitivity. I recommend her as...trustworthy, informed, and dedicated...

Susan, MA

She was prompt, professional and courteous...I had a lot of questions and she answered each and every one of them.


She was true to her word and came back to our home...and again, took the time to answer all...questions...when you see the depth of feeling and self-confidence she portrays, you know you are doing the right thing.


I would highly recommend Audrey for her abilites in reaching people and teaching people about life insurance policies. She not only has the ability, she has the professional skills needed in dealing with today's adveritisties in maintaining health, life and happiness. We need to be prepared for whatever life will throw at us and when you talk with Audrey, you will agree with me completely.


If not for Audrey's intelligence, guidance and professional yet customer friendly representation, I would not have any life insurance. Audrey helped me choose the very best life insurance policy for my needs. Audrey is always customer friendly, knowledgeable, explains questions...and adjusts her time to benefit her clients.


I have someone who knows what they're doing, they're right along side of me helping me make the right decisions. I'm comfortable with you and that makes all the difference in the world.

Joan F.

Audrey is a good advisor. When I need advice, she is there for me. I would definitely recommend her to others.

Kenneth, MA