Business Details
Your Trusted Partner for Financial Planning Solutions
We work with successful families to build and protect their wealth, prioritizing strategies that help maintain lifestyles through life events like divorce or loss. Our approach combines in-depth planning with multi-generational relationship-building to guide clients toward personalized financial goals. With expertise in retirement planning, asset management, and divorce financial analysis, we simplify complex financial concepts and foster trust through transparency.Our team emphasizes education over directives, creating tailored roadmaps that address unique client needs while adhering to ethical standards. Recognizing the distinct challenges women face in financial planning, we offer specialized support to empower informed decision-making. Our commitment to community and long-term client relationships forms the foundation of our service philosophy.
Services
Retirement Planning
Financial Planning
Divorce Services
Women in Transition
Asset Management
Insurance Planning
Tax Planning
Estate Planning
Medicare Consultation
Pension Decisions
Highlights and features
- We create personalized financial roadmaps tailored to your life goals
- Specialized expertise in Certified Divorce Financial Analysis
- Multi-generational approach to family wealth management
- Transparent disclosure of all service fees
- Community-focused financial guidance with local expertise
Services
Retirement Planning
Our retirement planning service helps clients prepare for life after work through personalized strategies. We analyze current financial positions, develop phased implementation plans, and provide ongoing reviews to ensure seamless transitions. Specialized support includes pension decisions, healthcare planning, and legacy preservation.
Financial Planning
Comprehensive financial planning addresses short and long-term goals through budgeting, investment strategies, and risk management. Our consultative approach creates tailored plans covering education funding, home ownership, and multi-generational wealth transfer while adapting to evolving life circumstances.
Divorce Services
Certified Divorce Financial Analyst services include asset valuation, alimony calculations, and post-divorce budgeting. We analyze tax implications, develop property division strategies, and create long-term financial plans to help clients navigate divorce with financial clarity and security.
Women in Transition
Specialized support for women navigating life changes like divorce or widowhood. Services include financial education, transition planning, and confidence-building strategies. Our team addresses unique challenges women face with estate planning, career transitions, and retirement preparedness.
Asset Management
Professional asset management services optimize investment portfolios through strategic allocation. We create customized investment mixes, monitor market performance, and adjust strategies to align with client goals while implementing risk mitigation techniques for long-term wealth preservation.
People
Regina McCann Hess
President, Financial Advisor
Certified Financial Planner and Divorce Financial Analyst with 15+ years of experience. Specializes in women's financial empowerment and complex divorce financial planning while leading client relationship management.
Joe Hess
Relationship Manager
Financial services professional with expertise in client relationship management. Focuses on building long-term client partnerships and coordinating financial planning implementation across investment and insurance products.
Maria Taney
Strategic Assistant
Supports financial planning operations with client communication coordination and document management. Ensures smooth delivery of planning materials and client service logistics.
Questions
What financial planning services do you offer?
We provide retirement planning, asset management, divorce financial analysis, and transition planning for women. Our services include personalized investment strategies and comprehensive wealth management solutions.
How do you work with divorced or divorcing clients?
Our Certified Divorce Financial Analyst specializes in property division, alimony calculations, and post-divorce financial planning. We help clients understand tax implications and create sustainable financial futures after divorce.
What makes your approach to retirement planning unique?
We focus on phased retirement strategies with ongoing portfolio management. Our approach combines investment optimization with healthcare planning, pension decisions, and legacy preservation tailored to individual lifestyles.
How do you support women during financial transitions?
We address unique challenges through specialized education, confidence-building strategies, and practical planning for life changes like divorce, widowhood, or career transitions while emphasizing long-term financial security.
What investment management services do you provide?
Our asset management includes customized portfolio creation, strategic allocation, and ongoing performance monitoring. We implement risk-appropriate investment strategies aligned with client goals and market conditions.
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