Women Working Years

Making the Most of Your Working Years

Many women perform a delicate balancing act every day—raising children or grandchildren and working a full-time or part-time job at the same time. Sharon understands life can get overwhelming, and when it does, your financial and retirement planning can take a backseat and even get neglected.

Sharon has spent her entire financial services career helping women make the most of their working years. Women often spend less time in the workforce, taking time out to raise their family. They also tend to make less money in their working years and chances are, they’ll outlive their spouse. This is why it’s so important that women make the most of their opportunities to save and invest while they are employed.

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(214) 346-3446

Sharon helps women understand their 401(k) or 403(b) plans and better leverage the choices available to them. She educates them on the employer matches available and how to take full advantage of free money through their employer’s retirement plan. She will develop Your Retirement GPS™ and can also help you work out IRA and annuity strategies to supplement your retirement savings.

When you start to get close to retirement, Sharon is there to answer all your questions about Social Security and Medicare. Because she has the Retirement Income Certified Professional (RICP) designation, she has the expertise to structure a customized income plan for your retirement. Most importantly, she is there to help you avoid critical mistakes that may cost you later in retirement.

Today more than ever before, it is critical that women understand money and how to make it work for them. Sharon enjoys working with all women and has helped women from all different walks of life—teachers, small business owners, professionals and executives. She educates and helps them build their financial knowledge and confidence. She loves that part of her job.

If you’ve been searching for a financial partner who is a woman who understands you as a woman, one who cares about you as a person and wants to teach you, empower you and help you navigate your financial life, schedule a Sit-Down with Sharon. It’ll be like meeting an old friend and catching her up on your life.

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Address

6440 N. Central Expressway, Ste. 315
Dallas, TX 75206

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Securities and Advisory Services offered through UNITED PLANNERS FINANCIAL SERVICES, INC. Member FINRA, SIPC. SKS Retirement Solutions, Inc. and United Planners are independent companies. Check the background of your financial professional on FINRA's BrokerCheck.

 

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