We recognize that women often have unique financial needs. Many may have sacrificed their careers to raise a family and have delayed saving for retirement, while others may undergo life transitions such as a divorce or death of a loved one.  All of these situations require prudent planning to make sound financial decisions. SPFA advisors will take the time to learn about your situation and consult with you objectively.

Among the services we provide specifically for women include:

  • Financial literacy education and information
  • Financial life planning for special situations, such as divorce and inheritance
  • Personalized investment management services
  • Asset-protection strategies
  • Estate planning & giving strategies