Special Services for Women

Special Wealth Management Services for Women

Financial Information & Education for Women

Many years ago Patricia presented a Seminar on WOMEN, MONEY & POWER that had been developed by Allianz. One of the important messages of this seminar was the lack of financial education on the part of women.

Research in connection with the development of that presentation indicated that women have generally not taken responsibility for their financial future.

Considering that beginning in 2010 women supposedly now control more than 50% of the money in this Country we believe that it is very important that our Company play an active role in helping to financially educate our women and help them to come to grips with their financial future and their retirement needs.

We are therefore committed to helping women of all ages to further their financial education.